10 Energy Stocks to Buy Now According to SailingStone Capital Partners
In this article, we’d be discussing 10 energy stocks to buy now according to SailingStone Capital Partners.
SailingStone Capital Partners, a division of Pickering Energy Partners, specializes in global natural resource investments, particularly in industrial businesses, commodities, and infrastructure assets critical for advancing decarbonization efforts and addressing global energy poverty. The firm manages concentrated public and private equity strategies tailored for institutional investors.
Mackenzie B. Davis serves as a managing partner at SailingStone Capital Partners LLC, where he acts as an investment analyst and portfolio manager. He has overseen the management of the Victory Global Natural Resources Fund since 2005. Before co-founding SailingStone in 2014, Mr. Davis held roles as an investment analyst at RS Investments and as co-manager of the RS Global Natural Resources strategies. Earlier in his career, he worked as a high-yield analyst at Fidelity Management & Research Company, focusing on distressed investment opportunities in the telecommunications, power, and energy sectors. Mr. Davis began his career as an analyst at Goldman Sachs. He holds A.B. degrees in mathematical economics and modern American history from Brown University and is a CFA® charterholder.
Kenneth L. Settles is a managing partner at SailingStone Capital Partners LLC, serving as an investment analyst and portfolio manager. Since 2007, he has been responsible for managing the Victory Global Natural Resources Fund. Before co-founding SailingStone in 2014, Mr. Settles held positions as an investment analyst at RS Investments and as co-manager of the RS Global Natural Resources strategies. Previously, he served as a senior vice president at Neuberger Berman, where he specialized as a senior energy analyst and co-manager of the Neuberger Berman Premier Energy Portfolio. His career began as a financial analyst at Salomon Smith Barney. Mr. Settles earned a B.A. in economics from Williams College and is a CFA® charterholder.
SailingStone Capital Partners is a prominent advisory firm managing discretionary assets totaling $506,660,373 for nine clients, as reported in their Form ADV dated March 2021. Their Q1 2024 13F filing disclosed $275,607,877 in managed 13F securities, with a top 10 holdings concentration of 95.31%. Ivanhoe Electric Inc represents their largest holding, with 5,341,204 shares held.
