BTR Global Energy Fund
Lead Portfolio Manager: Brian Trenholm, CFA
The BTR Global Energy Fund is optimized to provide access to the global energy sector.
Client Suitability
Access to Global Energy Opportunities
This strategy provides focused exposure to the global energy sector through investing directly and indirectly in the exploration, development, production or distribution of energies such as oil, gas, coal, uranium, energy infrastructure and other related activities in the energy and resource sector.
Superior Performance
This strategy aims to deliver superior returns over the mid-to-long term.
Diversification
This strategy is a diversification vehicle that has relatively low correlation to stocks, bonds and traditional investments over the mid-to-long term.
The BTR Global Energy Fund is optimized to provide access to the global energy sector.
Client Suitability
Access to Global Energy Opportunities
This strategy provides focused exposure to the global energy sector through investing directly and indirectly in the exploration, development, production or distribution of energies such as oil, gas, coal, uranium, energy infrastructure and other related activities in the energy and resource sector.
Superior Performance
This strategy aims to deliver superior returns over the mid-to-long term.
Diversification
This strategy is a diversification vehicle that has relatively low correlation to stocks, bonds and traditional investments over the mid-to-long term.