Energy & Utilities

The Energy Sector comprises companies whose businesses are dominated by either of the following activities: The construction or provision of oil rigs, drilling equipment and other energy related service and equipment, including seismic data collection. Companies engaged in the exploration, production, marketing, refining and/or transportation of oil and gas products, coal and other consumable fuels.


  • Energy Equipment & Services

  • Oil, Gas, & Consumable Fuels

The Utilities Sector encompasses those companies considered electric, gas or water utilities, or companies that operate as independent producers and/or distributors of power.


  • Electric Utilities

  • Gas Utilities

  • Independent Power and Renewable Electricity Producers

  • Multi-Utilities

  • Water Utilities

Portfolio Managers

Jackson Mordeci
Lead Analyst
Jane Hoeflinger
Associate Analyst
Andrey Alipov
Associate Analyst

Current Holdings

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Realized Investments

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