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Energy
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 25, 2026 |
Semper Augustus Christopher P. Bloomstran
|
View | AI, Energy, Value | - | Artificial Intelligence, Capital discipline, Energy Infrastructure, Intrinsic Value, Valuation risk |
| 2025 Q3 | Oct 20, 2025 |
RS Large Cap Val Strategy Robert J. Harris
|
View | Energy | LKQ, VLO | energy, Quality, ROIC, tariffs, value |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard North American Energy Fund Adam Fackler
|
View | Energy, ESG, Shale | - | energy, Esg, oil, Refiners, Shale |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund William C. Nygren
|
View | AI, Energy, Value, Financials, Industrials | CNC, GOOG, TRGP, UNP | Artificial Intelligence, energy, financials, industrials, Value Investing |
| 2025 Q3 | Oct 30, 2025 |
Stenham Asset Management Kevin Arenson
|
View | AI, Semiconductors, Energy | AVGO, TSM | Artificial Intelligence, Cloud infrastructure, energy, semiconductors, valuation |
| 2025 Q3 | Oct 20, 2025 |
Invesco Small Cap Value Fund Jonathan Edwards
|
View | Energy, Financials, Industrials | AL, COHR, DAVA, EPAM, GLOB, LITE, MOH, MP, SAIA | energy, financials, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 19, 2025 |
Smead International Value Fund Cole Smead
|
View | Energy, M&A, Banking | BMPS IM, MEG CN | Banking, Consolidation, energy, M&A, value |
| 2025 Q3 | Oct 16, 2025 |
Bridgewater Associates Bob Prince
|
View | Energy | - | Electricity, energy, geopolitics, security, supplychain |
| 2025 Q3 | Oct 7, 2025 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Sustainability, Energy, Infrastructure, Impact | - | Artificial Intelligence, Energy Transition, impact investing, infrastructure, Renewable Energy |
| 2025 Q3 | Oct 20, 2025 |
For Purpose Investment Partners (FPIP) Sandy Liang
|
View | AI, Credit, Energy | - | AI, Bonds, credit, energy, Preferreds |
| 2025 Q3 | Oct 20, 2025 |
Antero Peak Group Christopher Smith
|
View | AI, Energy, Industrials | - | aerospace, Artificial Intelligence, digital transformation, Energy Infrastructure, Industrial Automation |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Global Fund David G. Herro
|
View | Energy, Software, Luxury | CRM, DSY FP, HEX NO, KER FP, MOH, TRGP | Digitalization, energy, Luxury, software, value |
| 2025 Q3 | Oct 31, 2025 |
Fawkes Capital Fund Xinyu Ru
|
View | AI, Energy | - | Artificial Intelligence, Big tech, Energy Infrastructure, Power Shortage, semiconductors |
| 2025 Q3 | Oct 14, 2025 |
Greenlight Capital David Einhorn
|
View | AI, Energy | COYA, EIX, GRBK, KD, LXS GR, PCG, TECK | AI, Bubble risk, energy, Utilities, valuation |
| 2025 Q3 | Oct 19, 2025 |
Smead Value Fund Bill Smead
|
View | Energy, Value, Technology | - | AI, commodities, energy, oil, Value Investing |
| 2025 Q3 | Oct 8, 2025 |
Black Bear Value Partners Adam Schwartz
|
View | Energy, Value, Cyclicals, Housing | BLDR, FLG, HCC, LXS GR, TDW | commodities, cyclicals, energy, Housing, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Diamond Hill Small Cap Fund Chris Welch
|
View | AI, Energy, Small Caps | DCO, FIP, LEU, MLAB, RRR, TFIN | AI, defense, energy, small caps, tariffs |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -Emerging Markets Alex Summers
|
View | AI, China, Energy | 002050 CH, 600690 CH, A035420 KS, A086280 KS, CATL, DIDIY, EBR | Artificial Intelligence, China, Electrification, emerging markets, semiconductors |
| 2025 Q3 | Dec 29, 2025 |
Bison Energy Opportunity Fund, L.P. Brendan Cumming
|
View | Energy | - | CashFlow, commodities, energy, OilGas, underinvestment |
| 2025 Q3 | Oct 9, 2025 |
Davidson Investment Advisors Andrew Davidson
|
View | Valuation, Energy, Rates | - | cyclicals, energy, inflation, interest rates, valuation |
| 2025 Q3 | Oct 31, 2025 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Energy, Financials, Quality, Housing | - | banks, Building Products, Digital Advertising, free cash flow, insurance |
| 2025 Q3 | Oct 21, 2025 |
Columbia Seligman Global Technology Fund Vimal Patel
|
View | AI, Semiconductors, Energy | AAPL, AVGO, BE, LRCX, NVDA, ORCL | AI, Cloud, cybersecurity, energy, semiconductors |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Adam Fackler
|
View | Energy, Infrastructure | CAG, CCI, COP, NRG, TTE | cash flow, dividends, energy, income, infrastructure |
| 2025 Q3 | Oct 8, 2025 |
Maple Tree Capital – Heartwood HenryInvests
|
View | AI, Energy, Growth | ASO, CRWV, SN | AI, energy, growth, Operating Leverage, uranium |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Energy | AIG, APA, C, CMCSA, WBD, WPP LN | Energy E&P, Fed Funds, Market Concentration, S&P 500, Value Stocks |
| 2025 Q3 | Oct 20, 2025 |
The Davenport Value & Income Fund George L. Smith III
|
View | AI, Energy | LOW, NSC, ORCL, UPS | Accenture, Artificial Intelligence, Dividend Growth, energy, healthcare |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Energy, Growth, Banks | ARGX, CLS CN, DOL CN, HSBC, KBC BB, NZYMB SW, SAN | Artificial Intelligence, banks, emerging markets, Europe, healthcare | |
| 2025 Q3 | Nov 5, 2025 |
Lord Abbett High Yield Fund Steven F. Rocco
|
View | Credit, High Yield, Energy | - | credit spreads, cyclicals, energy, high yield, income |
| 2025 Q3 | Oct 1, 2025 |
East72 Dynasty Trust Andrew Brown
|
View | Energy, Value, Luxury, Holding Companies | BOL FP, DGL AU, EXO NA, MANU, UHR SW | energy, Holding Companies, Luxury, tariffs, value |
| 2025 Q3 | Oct 21, 2025 |
Bailard Technology Strategy Dave Harrison
|
View | AI, Semiconductors, Energy | APP, FI, INTU, LRCX, NVDA, SPOT | AI, Data centers, energy, semiconductors, software |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Energy, Midstream, Natural Gas | - | Capex, dividends, energy, Midstream, Natural Gas |
| 2025 Q3 | Oct 7, 2025 |
Kernow Asset Management Alyx Wood
|
View | Energy, Value, Financials, Contrarian, UK | - | contrarian, energy, financials, UK Equities, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Mid-Cap Value Fund George Davis
|
View | AI, Energy, Value | APA, CNC, FLR, OLN, WBD, WPP LN | Artificial Intelligence, earnings, energy, interest rates, Value Investing |
| 2025 Q3 | Oct 20, 2025 |
L1 Capital Long Short Fund Andrew Larke
|
View | Uranium, Commodities, Energy | CNU NZ, CRH, FRA GR, HBM CN, IMD AU, MIN AU, NXE, WGX AU | Copper, gold, Nuclear Energy, uranium, Value Investing |
| 2025 Q3 | Oct 19, 2025 |
LVS Advisory – Growth Luis V. Sanchez
|
View | Energy, LNG, Power | GLNG | Electricity, energy, infrastructure, LNG, Power |
| 2025 Q3 | Nov 5, 2025 |
Fidelity Dividend Growth Fund Zach C Turner
|
View | Energy, Value, Industrials | - | Dividend Growth, Electrification, energy, industrials, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Devon Alpha Fund Greg Smith
|
View | AI, Energy, Growth, Infrastructure, Electrification | IFT NZ | Artificial Intelligence, Electrification, Energy Transition, infrastructure, Utilities |
| 2025 Q2 | Jun 26, 2025 |
Ninepoint Partners LP John Wilson
|
View | Energy, Infrastructure | - | energy, inflation, infrastructure, Macro, volatility |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard North American Energy Fund Adam Fackler
|
View | Energy | - | Capital discipline, commodities, energy, geopolitics, Natural Gas |
| 2025 Q2 | Jul 27, 2025 |
Hotchkis & Wiley Mid-Cap Value Fund George Davis
|
View | Energy | ADNT, APA, BPOP, FLR, KOS, OLN | Balance Sheets, cyclicals, energy, free cash flow, normalization |
| 2025 Q2 | Aug 7, 2025 |
Horizon Kinetics Murray Stahl
|
View | Energy, Inflation | 6544 JP, AB, TPL | commodities, energy, inflation, Pricing Power, real assets |
| 2025 Q2 | Jul 10, 2025 |
Guinness Global Energy Will Riley
|
View | Energy | - | cash flow, energy security, energy supply, inflation hedge, underinvestment |
| 2025 Q2 | Nov 19, 2025 |
Analog Century Management LP Arnold Van Den Berg
|
View | Energy, Value, Materials | - | Energy Equities, inflation protection, Materials Exposure, Valuation discipline, Value Investing |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Energy | - | dividends, energy, free cash flow, Midstream, Natural Gas |
| 2025 Q2 | Aug 1, 2025 |
AGT Partners Gregory See
|
View | Turnaround, Energy, Quality | - | Balance Sheet Repair, earnings growth, Energy Cycle, Gearing, turnaround |
| 2024 Q4 | Dec 18, 2024 |
Ninepoint Partners LP John Wilson
|
View | Energy, Infrastructure | - | energy, geopolitics, inflation, infrastructure, Macro |
| 2024 Q3 | Oct 24, 2024 |
AGT Partners Gregory See
|
View | Energy, Quality, China Stimulus | 883 HK | China Stimulus, Competitive Advantage, cyclicals, energy, turnaround |
| 2024 Q1 | May 8, 2024 |
AGT Partners Gregory See
|
View | Semiconductors, Energy | 883 HK, TSM | Artificial Intelligence, Dividend Yield, Oil Prices, Semiconductor Foundry, State Owned Enterprises |
| 2024 Q1 | Apr 17, 2024 | View | Energy | ATS CN, TOI CN | FactoryAutomation, SerialAcquirers, SmallCaps, VerticalSoftware, WesternCanadaEnergy | |
| 2023 Q4 | Jan 17, 2024 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Energy, Volatility, Rates | - | Energy Prices, Interest Rate Uncertainty, Quality stocks, Short Duration Bonds, US Dollar Strength |
| 2023 Q4 | Dec 31, 2023 |
Latitude Global Fund Freddie Lait
|
View | Energy, Financials | AAP, AI FP, AZO, DEO, GOOG, MCK, SONY, TSCO, WEC | ConsumerStaples, emergingmarkets, EnergyTransition, financials, OilGas |
| 2022 Q4 | Jan 20, 2023 |
Aegis Value Fund Scott L. Barbee
|
View | Energy | IAG, IFP CN, IPCO CN | Capital discipline, free cash flow, Oil Gas, supply constraints, Thermal Coal |
| 2022 Q2 | Jul 25, 2022 |
Aegis Value Fund Scott L. Barbee
|
View | Energy | HNRG, IFP CN, IPCO CN | Capital discipline, free cash flow, Oil Prices, OPEC Supply, Shale Production |
| 2022 Q2 | Jun 23, 2022 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Energy | AEO, BBBY, LIGHT NA, VTSC GR, ZWC1 GR | energy, inflation, Intrinsic Value, valuation, volatility |