Who is the Energy Candidate?
Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....
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 AllEnergy Sector Overview September 2024
The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...
Market Commentary June 2024
What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...
Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
“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