Portfolio Managers Toby Loftin, Trip Rodgers, and Tim Dumois discuss the Fund’s correlation to oil prices, how energy companies are responding to shareholder preferences, and the outlook for energy markets.
Portfolio Managers Toby Loftin, Trip Rodgers, and Tim Dumois discuss how the Fund’s investment strategy differs from that of other managers, how the portfolio is positioned to take advantage of current opportunities, and why investors should consider active management when investing in the Energy sector.
Energy is a large complex sector that accounts for just over 5% of the S&P 500 Index. The sector’s broad sub-industries can be divided into a “value chain,” each segment of which has different characteristics and offers different investment opportunities.
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.