Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Despite a challenging 2Q 2025 marked by falling oil prices and capital shifting to tech, Miller/Howard remains highly constructive on energy, actively buying natural gas E&Ps and refiners in anticipation of structurally higher long-term oil prices.
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Despite a challenging 2Q 2025 marked by falling oil prices and capital shifting to tech, Miller/Howard remains highly constructive on energy, actively buying natural gas E&Ps and refiners in anticipation of structurally higher long-term oil prices.