Focus
Discovering investing opportunities across the energy value chain.
Experience
Six decades of immersion within the North American energy sector.
Insights
Focus + Experience + Rigorous analysis yields uncommon insights.
Put our experience and insights to work for you.
BP Capital Midstream Strategy
The Core Midstream Strategy seeks to preserve capital and generate sustainable income. The Strategy’s universe of companies represent pure midstream energy operating fundamentals, agnostic of legal structure..
Why Choose Us?
Our team launched the BP Capital Energy Strategy (spans the whole value chain) and BP Capital Midstream Strategy (focused on core energy infrastructure), respectively, in Dec 2013 to bring the benefits of our highly specialized work to the broader investment community. The BP Capital Strategies allow investors to access our industry knowledge, investment experience, deep industry relationships and trust earned over decades of dedication to the sector. Our firm’s strategies are offered in Separately Managed Account designed to offer optimal exposure to our highest conviction investment themes.
Focus
The BP Capital strategies invest in companies across the full spectrum of the energy supply-demand value chain which the Advisor believes are well-positioned to take advantage of the opportunities related to the American Energy and Industrial Renaissance.
Experience
Our energy investments gain a unique perspective (informational alpha) in the energy investment landscape from our affiliation with BP Capital, which manages commodity/energy equity hedge funds and holds private assets and mineral interests.
Insights
The BP Strategies leverage insights gained through energy sector knowledge, MLP investment experience, deep relationships and trust earned over the past 60 years to create value for Clients.
Tracking The Recovery: Market Vital Signs | Webinar Replay
Missed our first quarter review & outlook webinar on May 21st? You can now access the replay…
Recent Insights
- Tracking the Recovery - March 2009 Redux? June 9, 2020The jobs report this past Friday June 5th was a positive surprise, to say the least. As we highlighted in our May webcast, “Tracking the Recovery: Market Vital Signs”, we are seeing broad based signs of a global economic recovery after one of the worst shocks we have ever seen in our careers (or can […]
- Energy Commentary | December 2019 December 17, 2019Despite a few isolated misses, generally favorable third quarter 2019 energy sector operating and financial results provided a boost to investor confidence and a modest degree of support to equities heading into the end of the year. Since April, energy equity weakness has reflected a sense of investor unease associated with U.S. China trade war […]
- Geo-Political Risk on the Rise September 16, 2019On Saturday, September 14th, coordinated drone strikes on critical Saudi Arabian oil production facilities knocked out nearly 60% of the country’s oil production capability, nearly 20% of the natural gas production, and approximately 50% of ethane and NGL production. In terms of volume, an estimated 5.7 million barrels per day (mmbls/d) of crude oil capacity […]