Institutional Investors

The Cushing Renaissance Strategy is a long-only strategy that invests in publicly traded equities anticipated to benefit from the “energy renaissance” in North America. The Strategy seeks a total return through investments across four primary sectors:(i) energy production, energy transportation as well as oil and gas services companies, (ii) energy-intensive U.S. industrial and manufacturing companies, (iii) transportation and logistics companies involved in the transport of raw materials, feedstock and finished energy products, (iv) engineering and construction companies as well as other businesses involved in the construction and servicing of new manufacturing and industrial projects.  The Strategy’s portfolio managers use both fundamental and qualitative analysis to build a portfolio designed to take advantage of changing dynamics in the energy, industrial and manufacturing sectors. The Strategy seeks to deliver the potential benefits of investing in the North American “energy renaissance”.

Investment Focus       Energy companies, energy-intensive U.S industrial and manufacturing companies, transportation and logistics companies, engineering and construction companies and related businesses

Portfolio Managers    Saket Kumar, Matt Lemme

Investment Process   Top down themes, bottom up fundamental analysis

Inception                         November 2013

# of Holdings                 Typically 25 to 35

Position Weights         Typically 2% to 7%

Turnover                         Typically 20% to 40%

Available Vehicles      Separately Managed Account