Service 01

Oil & Gas Investment

Direct and pooled exposure to producing upstream assets, from working interests and royalties to non operated participations in proven basins.

Service 02

Energy Transition Portfolios

Allocations across renewables, grid storage and transition infrastructure, held alongside conventional energy rather than instead of it.

Service 03

Equity Research & Advisory

Independent coverage of listed energy names: majors, independents, refiners, oilfield services and utilities, with clear buy and sell reasoning.

Service 04

Project & Field Financing

Capital structuring for operators, covering reserve based lending, development drilling programmes and midstream build outs.

Service 05

Commodity Risk Analysis

Price, basis and currency exposure modelled across your whole book, with hedging structures sized to the risk you actually carry.

Service 06

Portfolio Construction

Blended mandates that balance producing assets, energy equities and cash yield against your horizon and liquidity needs.

How it Works

Your Mandate, Our Sector Expertise

  1. Step 01

    Discovery Call

    Thirty minutes with a senior analyst to map your horizon, your liquidity needs and how much energy exposure your portfolio can reasonably carry.

  2. Step 02

    Mandate Design

    We model the allocation across upstream assets, energy equities and yield, then walk you through the downside case before you commit anything.

  3. Step 03

    Allocation and Reporting

    Positions are opened in stages, monitored daily against price and basis risk, and reported to you every month in plain numbers.