Oil & Gas Investment
Direct and pooled exposure to producing upstream assets, from working interests and royalties to non operated participations in proven basins.
Our Services
Direct and pooled exposure to producing upstream assets, from working interests and royalties to non operated participations in proven basins.
Allocations across renewables, grid storage and transition infrastructure, held alongside conventional energy rather than instead of it.
Independent coverage of listed energy names: majors, independents, refiners, oilfield services and utilities, with clear buy and sell reasoning.
Capital structuring for operators, covering reserve based lending, development drilling programmes and midstream build outs.
Price, basis and currency exposure modelled across your whole book, with hedging structures sized to the risk you actually carry.
Blended mandates that balance producing assets, energy equities and cash yield against your horizon and liquidity needs.
Our Process
Step 01
We start with your goals, your horizon and how much commodity risk your book can carry.
Step 02
Every asset and equity is valued in house and stress tested against a bearish price deck.
Step 03
Capital goes to work in stages, then you get plain monthly numbers on every position.