Welcome to Fiduciary Credit

Invest in the Energy That Moves the World

Fiduciary Credit builds research led portfolios across upstream oil and gas, energy infrastructure and listed equities, so your capital sits where the sector actually earns.

Energy is the one market where reserves, politics and cash flow all set the same price. We underwrite all three before a single position is opened.

Trusted by investors worldwide

Portfolio holdings Portfolio value ▲ 3.2% $128,940 Top positions SH Shell plc Integrated oil & gas +1.8% XO ExxonMobil Integrated oil & gas +0.7% NE NextEra Energy Renewable utilities +2.4% BP BP p.l.c. Integrated oil & gas -0.6%
Energy allocation Monthly On track Oil & Gas 58% +2.1% Renewables 31% +4.6%

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Investors allocating through our energy and equity mandates.

We invest across the world's largest listed energy companies.

About Fiduciary Credit

Sector Knowledge First, Capital Second

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.

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Years in Energy Markets
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Active Mandates
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Investors Onboard
Top holdings broken down by asset

Our Services

Where We Put Capital to Work

Service 01

Oil & Gas Investment

Direct and pooled exposure to producing upstream assets, from working interests and royalties to non operated participations in proven basins.

Service 02

Energy Transition Portfolios

Allocations across renewables, grid storage and transition infrastructure, held alongside conventional energy rather than instead of it.

Service 03

Equity Research & Advisory

Independent coverage of listed energy names: majors, independents, refiners, oilfield services and utilities, with clear buy and sell reasoning.

Service 04

Project & Field Financing

Capital structuring for operators, covering reserve based lending, development drilling programmes and midstream build outs.

Service 05

Commodity Risk Analysis

Price, basis and currency exposure modelled across your whole book, with hedging structures sized to the risk you actually carry.

Service 06

Portfolio Construction

Blended mandates that balance producing assets, energy equities and cash yield against your horizon and liquidity needs.

How it Works

Your Mandate, Our Sector Expertise

  1. 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.

  2. 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.

  3. 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.

Testimonials

What Our Investors Say

Luna Marteen

Partner, Halden Capital

Fiduciary Credit was the first desk that could talk about a working interest and a refiner’s crack spread in the same conversation. The upstream allocation they built for us has behaved the way they said it would through two price cycles, and the monthly reporting is honest about what did not work.

Jonah Thomas

CIO, Brackman Family Office

We wanted energy exposure without taking single well risk. The blended mandate gave us producing assets and listed names in one book, and the hedging structure held up when gas moved hard against us.

Carla Damian

Treasurer, Nordvik Industries

Their coverage of the oilfield services names is the sharpest we get from anyone. Clear reasoning, real numbers, and no house view dressed up as research.

Investment Packages

Pick a Package, We Invest It in Energy

Contact Us

Starter

$ 500 USD

minimum investment

Get Started
  • Diversified energy stock portfolio
  • Exposure to 10+ energy equities
  • Quarterly performance report
  • Email support
  • Withdraw anytime

Growth

$ 1,000 USD

minimum investment

Get Started
  • Everything in Starter
  • Exposure to 25+ energy equities
  • Oil & gas company holdings
  • Monthly performance report
  • Priority email support

Elite

$ 5,000 USD

minimum investment

Get Started
  • Everything in Premium
  • Bespoke energy allocation
  • Upstream & infrastructure deals
  • Weekly analyst calls
  • Priority withdrawals

Investing more than $5,000?

For larger portfolios and single company deals we build a bespoke energy allocation around your goals. Tell us the size and we will take it from there.

Contact Us

Case Studies

Refined Strategies for Energy Portfolios

A sample of the mandates we have run across upstream assets, refining, energy equities and structured credit.

Upstream Credit Facility

A reserve based lending facility restructured for a mid cap producer operating across two basins.

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Improvement in net yield

Private Energy Portfolio

A family office book rebuilt around producing royalties and large cap energy equities.

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Improvement in net yield

Refinery Tax Structuring

Capital allowances and depreciation reworked across a refining and blending group.

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Improvement in net yield

Energy Equities Book

A discretionary equities mandate covering majors, refiners and oilfield services names.

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Improvement in net yield

Blog & News

Notes From the Fiduciary Credit Desk

Aerial view of a crude oil tank farm

What OPEC+ Quotas Really Signal

Headline cuts and barrels that actually leave the terminal rarely match. Here is how we read the gap…

support@fiduciarycredit.com

FAQs

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.

Core mandates start at 250,000 USD. Direct upstream participations and structured deals 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.