Demanding All our Energy – EIP’s Year-End Letter
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...
Minimizing cyclicality. Navigating volatility. Inspiring trust.
* There is no guarantee that EIP will be able to minimize cyclicality or navigate volatility that would result in favorable performance.
Investing in non-cyclical energy infrastructure that generates income and growth.
Some people know a little about a lot. We know a great deal about one specific corner of the market: energy.
Our decades of experience allow us to exploit this niche where we believe the return characteristics are superior to other sectors – primarily more stable earnings and higher dividend pay-out ratios.
Over its 20 year history, EIP has been sought out by investors, policy makers, NGOs and industry for its knowledge, experience and unique insights.
EIP Insights
View AllThe Exxon Electric Company – Spin Baby Spin
Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more...
The Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
“While demand for fossil fuels may go down over time, it is the high-cost producer whose production declines first. This means low-cost producers with capital discipline can still be good investments. Successful investing in mature capital-intensive industries is about after-tax earnings per share, not top line revenue growth.”
Co-Founder, Co-Portfolio Manager, and CEO