Skip to Main
wind turbines


Our Energy Team combines bottoms-up analysis with in-depth understanding of the macro backdrop to have a fully informed view of the sector. Above breakeven oil prices, capital discipline, and cost reductions have brought stability to the Energy sector and made it investable again. Balance sheets of the E&P companies under coverage are the strongest they’ve been since 2014. We favor low-cost oil developers with near-term strategic/operational certainty.