Our Process

We focus on providing our clients with timely, unbiased investment ideas driven by collaboration across our research, sales, and trading platforms.  

Our research team utilizes a mosaic of industry and company contacts, macro and company-specific models, and proprietary industry sources to generate investment ideas for our clients.

Our sales and trading team corresponds with our clients on a daily basis, disseminating both our fundamental research ideas and short-term trading-oriented ideas driven by their understanding of the impact particular news items or shifts in sentiment can have on the energy subsectors or specific companies.  We also publish a daily trading-oriented midday note, which our accounts recognize as a useful tool in understanding how intraday news flow is impacting particular securities within the energy sector, and an end of day trading recap which clients recognize as a good source for understanding relative energy subsector and equity performance.