Investment Products

Energy Opportunities is dedicated to providing our clientswith what we believe to be best in class equity investment portfolio management in the energy sector. We are constantly studying the top-down as well as bottom-up drivers of the energy industry and its constituent companies, and we maintain the highest integrity in operation, a value system inherent in our Member (owner) organizations, that is, Simmons & Company International and Orleans Capital Management.

Strategy

Description

Energy Opportunities Original
Inception : October 2000

Original strategy of separately managed accounts. Focus is predominantly on traditional upstream energy equities. Diversified portfolio of 35-45 listed U.S. equities.

Energy Opportunities Alternatives
Inception : October 2007

A long-only strategy concentrated in alternative energy equities. Portfolio consists of 25-35 listed U.S. equities. As with the original strategy, separately managed accounts.


Energy Opportunities Customized
Inception: November 2009


Energy investment strategies customized to meet the potfolio needs of the individual client.