The Energy Report

Brian Trenholm is the author of this quarterly commentary which focuses on the global energy sector. The majority of our investment funds are fundamentally driven at the position level however our viewpoint on macro themes is instrumental in determining the strategies and sectors we focus on to explore and uncover investment opportunities. Within the energy sector and specifically the Global Energy Fund, these opportunities range from companies involved directly or indirectly in the exploration, development, production, or distribution of oil, gas, coal, uranium or alternative energies.

The Energy Report - June 8, 2010 *NEW*
The Energy Report - February 26, 2010


2009

The Energy Report - October 15, 2009
The Energy Report - September 11, 2009
The Energy Report - August 11, 2009
The Energy Report - July 9, 2009
The Energy Report - June 10, 2009