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The Energy sector is responsible for researching and investing in both small and large cap companies along the whole energy value chain. We identify potential investing opportunities through thorough bottom-up research combined with deep macroeconomic understanding and analysis. Given the nature of the industry, we believe this strategy will yield the best results.

Green Energy Turbines

Key Holdings

Coterra Energy Inc.

NYSE: CTRA

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Pitch Deck

Suncor Energy Inc.

TSX: SU

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Pitch Deck

Shoals Technologies Group Inc.

NASDAQ: SHLS

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Pitch Deck

Past Work

NASDAQ: SHLS - Long

Pitch

September 2023

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