top of page


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

Ivan Sosa Montalvo
Lead Analyst
John Brownstead
Associate Analyst
Olivia Ouyang
Associate Analyst

Current Holdings

download ngl.png
downloadn genesis.png

Realized Investments

Copy of 0.png
Copy of c3faf669-36f6-4460-84de-02181d02
Copy of 100.jpeg
bottom of page