Current Holdings

Click here to download the portfolio spreadsheet. 

 

About

The energy fund will focus on investing in companies involved with the movement or transformation of energy. The industries most relevant to this focus are the utilities, oil, gas, coal, and renewables. Fund analysts will have the opportunity to learn about global energy systems and the different types of energy models, including Net Asset Valuation and resource depletion curves. The fund structure will have an educational component with weekly lectures and various types of learning materials. The expectation for analysts in the fund will be to keep up with the educational materials, follow through with all fund responsibilities, and meaningfully contribute to dialogue surrounding portfolio management.

Fund managers

Austin Partridge and Joseph Buschmann