Welcome to BP Capital Fund Advisors Insights
Energy Markets News, Quarterly Commentaries, Blog and White PapersNews
Recent company and industry events
Blog
Analysis of key energy industry factors
White Papers
In-depth downloadable documents and resources
Consolidation: The Time is Now
Today, Chevron (NYSE: CVX) announced they plan to acquire Anadarko Petroleum (NYSE: APC). We saw many corporate deals struck last year (Concho/RSP Permian, Diamondback/Energen, Encana/Newfield, etc.) and have expected sector consolidation to continue in 2019 as oil...
read moreOil Equities: The Catch-Up Trade and Then Some
Oil has been on the move. Oil equities, however, not so much. Naturally, the performance of stocks and commodities can deviate at times as they are generally influenced by various idiosyncratic and sector-specific factors. Still, any sustained disconnect between oil...
read moreToby Loftin featured on Yahoo! Finance – “What Does a Russia-OPEC Alliance Mean for U.S. Oil Producers?”
Portfolio Manager Toby Loftin shares his insight on a Russia-OPEC partnership and what it means for global oil prices. He explains how technology has made resources more available and why he believes U.S. oil production will continue to grow.
read moreBen Cook featured on Asset TV Masterclass – MLPs and Energy
Portfolio Manager, Ben Cook, shares his insights on key trends driving performance for midstream energy companies and discusses the outlook for the sector and investment opportunities for 2019.
read moreThe Evolving Energy Business Model: A Transformational Change from “Drill-Baby-Drill” to “Show Me The Money”
Over the past decade, exploration and production companies (“producers”) have been in a land grab battle as shale oil resources (“shale oil plays”) have emerged across the United States. Starting in 2009, the Bakken Shale in North Dakota emerged, followed by several...
read moreToby Loftin Featured in The Wall Street Transcript
Portfolio Manager Toby Loftin highlights his investment strategy and shares his thoughts on the Energy sector and stocks that support long-term U.S. energy independence. The Hennessy BP Energy and Hennessy BP Midstream Funds are distributed by Quasar Distributors,...
read more