Case Study
Private Energy Portfolio
A family office book rebuilt around producing royalties and large cap energy equities.
- ~24%
- Improvement in net yield
01 Overview
A family office book rebuilt around producing royalties and large cap energy equities. Family office and Royalties + equities. The figures on this page are illustrative of the kind of outcome the mandate targeted, not a promise of future results.
02 The challenge
The family office held a scattered mix of energy positions accumulated over years, with overlapping exposures, no clear income floor and single-name concentration in two producers.
03 What we did
- Rebased the book around producing royalties for a durable income floor, with large cap energy equities for growth.
- Cut concentrated single-name risk and replaced it with diversified exposure across the value chain.
- Set a simple monthly reporting pack covering income, performance and commodity exposure.
04 The outcome
The rebuilt portfolio produced a steadier income stream and cleaner risk profile, improving the net yield on the book by around 24 percent while reducing single-name concentration.
Capital is at risk. Past performance is not a guide to future returns, and the figures shown are illustrative. Back to all case studies.