Frequently Asked Questions

The partnership has been running energy mandates for twenty five years, through four full price cycles. The team has worked across upstream finance, refining and listed energy equities, on both the operator side and the allocator side.

Packages start at 500 USD. Core discretionary mandates start at 250,000 USD, and direct upstream participations are quoted individually because the minimum depends on the asset and the operator involved.

Both. A typical mandate blends producing assets and royalties with listed energy names, so you hold cash generating exposure alongside positions you can exit quickly.

Every mandate is modelled against a downside price deck before capital is committed. Where the exposure warrants it we hedge with collars or swaps, sized to the actual barrels or therms behind the position.

Use the enquiry links on this page or email us. A senior analyst will come back to you within one business day to arrange a discovery call.

A monthly statement covering positions, realised and unrealised performance, hedge status and commodity exposure, plus a quarterly written review from the analyst running your mandate.