Overview: |
Title: Green Energy Sees Red while Conventional Energy Sees Black |
Date: Thursday, January 25, 2024 |
Time: 1:00 PM Eastern Standard Time |
Duration: 1 hour |
Register Now: |
Already Registered? |
Summary: |
||
Now On Demand
Energy Income Partners, LLC (EIP) was founded in 2003 from inbound inquiries about its founding partner’s investments in energy infrastructure with stable earnings and higher dividend yields. Rapid changes to the energy system, driven by innovations such as shale, renewable energy and storage, and government policies relating to sustainability have created a wider range of opportunities in the energy industry than in the past for active managers like EIP that don’t hug the indexes. EIP focuses on the mechanisms that drive industry dynamics and corporate profitability. Our goal is not to make forecasts but to understand the range of possible outcomes. Short-term price movements can be volatile, driven by changes in market sentiment. But over the longer term they follow trends in earnings and dividends. |
||
Speaker: |
||
|
||
James J. Murchie co-founded Energy Income Partners (EIP) in 2003 with Linda Longville and Eva Pao. EIP is a partner-owned asset manager with $3.8 billion in AUM as of February 28, 2021 and is an outgrowth of his personal investing in energy infrastructure. He is the President, CEO and Co-Portfolio Manager of EIP’s Funds and products which concentrate their portfolios in the securities of noncyclical energy infrastructure companies in the electric power, pipeline, and renewable development sectors. Between 1998 and 2003, he ran Lawhill Capital which managed a long/short equity fund that invested in energy and cyclical equities and commodities. From 1995 to 1997, he was a Managing Director at Tiger Management where his primary responsibility was investments in energy, commodities, and related equities. From 1990-1995, Mr. Murchie was a Principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, he spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility. He has been named one of only three Hall of Fame investors by Alerian. Mr. Murchie has testified on energy policy before the U.S. Senate Committee on Energy and Natural Resources, presents at the Energy Roundtable at the Aspen Institute and numerous industry conferences and events. He has often been quoted in media outlets such as Bloomberg, the Financial Times, and the Wall Street Journal. His interview with Steve Forbes is available on-line. Mr. Murchie received a B.A. from Rice University in 1979 and an M.A. in Energy Planning from Harvard University in 1982. |
DISCUSSIONS OF COMPANIES AND EXAMPLES PROVIDED IN ARE FOR INFORMATION PURPOSES ONLY. THEY SHOULD NOT BE CONSIDERED AS FACT. Costs of technologies described could vary from the discussions provide due to various factors and assumptions that were not disclosed.
Certain information contained herein may constitute forward-looking statements. Due to various risks and uncertainties, actual events, results or the performance may differ materially from those reflected or contemplated in such forward-looking statements. Clients and investors should consult with their tax advisers and counsel, prior to making an investment. Past performance is not indicative of future results. There can be no assurance that a purchase of the securities in this portfolio will be profitable, either individually or in the aggregate, or that such purchase will be more profitable than alternative investments.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, EIP is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. EIP has no knowledge of and has not been provided any information regarding any investor. Financial Advisors must determine whether particular investments are appropriate for their clients. EIP believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients. EIP manages many different portfolios as described herein that may or may not have the characteristics that are described or may change over time.
This presentation is intended only for the person to whom it has been delivered. This Document is not an offer or solicitation with respect to the purchase or sale of any security, is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person under any circumstances. This Document is not intended to constitute legal, tax, or accounting advice or investment recommendations. EIP manages many different portfolios as described herein that may or may not have the characteristics that are described or may change over time.
FOR INSTITUTIONAL USE ONLY; NO DISTRIBUTION TO RETAIL INVESTORS PERMITTED.
eipinvestments.com | IR@eipinvestments.com ©2024 Energy Income Partners, LLC
INVESTMENT PRODUCTS: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE