Value from the wellhead up
We only back exposure we can price ourselves, from reserves and decline curves to a refiner’s crack spread.
Who We Are
A Desk Built Around Energy, Not Bolted On To It
We have spent twenty five years around barrels, pipelines and trading screens, and that experience shapes every mandate we run. We buy energy assets and equities we can value from the wellhead up, we size positions against real downside, and we tell you exactly what you own and why.
Our partners have sat on both sides of the table, financing development programmes for operators and allocating capital for funds and family offices. That perspective is the reason our research reads like an owner wrote it, not a salesperson.
Explore Our Services- 0+
- Years in Energy Markets
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- Active Mandates
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- Investors Onboard
What We Stand For
Principles That Survive a Price Cycle
Downside sized first
Every mandate is modelled against a bearish price deck before a single dollar is committed.
Reporting you can read
Plain monthly numbers on positions, performance and hedges, honest about what did not work.
How it Works
Your Mandate, Our Sector Expertise
Step 01
Discovery Call
Thirty minutes with a senior analyst to map your horizon, your liquidity needs and how much energy exposure your portfolio can reasonably carry.
Step 02
Mandate Design
We model the allocation across upstream assets, energy equities and yield, then walk you through the downside case before you commit anything.
Step 03
Allocation and Reporting
Positions are opened in stages, monitored daily against price and basis risk, and reported to you every month in plain numbers.