BP Energy Strategy and Process

The BP Capital Energy Strategy takes a balanced approach to energy investing — by investing 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. Our objective is to discover and exploit such opportunities.

Investment Strategy

The Strategy seeks total return.

This is accomplished, primarily, by investing in publicly-traded equity and debt securities of U.S. energy companies involved in the extraction, processing, distribution or use of natural gas, oil and coal.

The Strategy may invest in companies of any size and in initial public offerings.

Investment Process

The energy strategy considers a broad range of carefully selected factors.

These factors are systematically assessed and analyzed to identify value-creating insights.

These insights are in-turn validated then selectively exploited to create investor value amid changing supply, demand and environmental conditions.

Investment Management

The Energy Management team possesses the experience, instincts, and access to industry leaders to identify uncommon insights, validate them, and put them to work for investors.

Toby Loftin

Toby Loftin

Managing Principal & PM
Ben Cook, CFA

Ben Cook, CFA

Portfolio Manager

Energy Strategy in Action

Investment decisions for the TwinLine Energy SMAs are made in accordance with the TwinLine Energy Strategy and process. Explore the TwinLine Energy SMA details to learn more.

Singular Focus, Multiple Investment Vehicles

We are exclusively energy-focused while offering multiple investment vehicles for the individual and institutional energy investor. Our Energy Strategy and associated TwinLine Energy SMAs present one set of options. Explore our Core Midstream MLP Strategy and and view our investment vehicles to learn more.