Based on aggregate returns, the Morningstar
Energy Equity Fund Index was the top - performing category among Morningstar Canada's 47 fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in April.
Real estate equities (a small category comprising just three funds with 15 - year track records) and
energy equity funds rounded out the Top 5, even though oil prices now hover around the US$ 50 per barrel mark.
Not exact matches
• EnCap Investments, a Houston - based private
equity firm, raised $ 7 billion in its EnCap
Energy Capital
Fund XI, exceeding targets.
• Blue Water
Energy, an Atlanta - based private
equity firm, raised $ 1.1 billion for a
fund to invest in oil and gas.
• EnCap Investments, a Houston, Texas - based venture capital and private
equity firm, raised approximately $ 6.2 billion for its
energy fund, EnCap Energy Capital Fund
energy fund, EnCap Energy Capital Fund XI
fund, EnCap
Energy Capital Fund
Energy Capital
Fund XI
Fund XI LP.
«It's a type of surgical, temporary capital,» Mark Stoner a partner at private
equity fund Bayou City
Energy LP, said in an interview.
• Carnelian
Energy Capital, a Houston, Texas - based private
equity firm, raised $ 600 million for its second
fund.
• Pearl
Energy Investments, a Dallas, Texas - based private
equity firm, raised $ 600 million for its second
fund.
Ridgemont
Equity Partners, a Charlotte, N.C. - based private equity firm, raised $ 320 million for its Energy Opportunity Fu
Equity Partners, a Charlotte, N.C. - based private
equity firm, raised $ 320 million for its Energy Opportunity Fu
equity firm, raised $ 320 million for its
Energy Opportunity
Fund LP.
Private
Equity: The Cambridge Associates LLC U.S. Private Equity Index ® is an end - to - end calculation based on data compiled from 1,052 U.S. private equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity: The Cambridge Associates LLC U.S. Private
Equity Index ® is an end - to - end calculation based on data compiled from 1,052 U.S. private equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity Index ® is an end - to - end calculation based on data compiled from 1,052 U.S. private
equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity funds (buyout, growth
equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity, private
equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity energy and mezzanine
funds), including fully liquidated partnerships, formed between 1986 and 2013.
Warburg Pincus
Energy will be a companion
fund to Warburg Pincus Private
Equity XI, L.P., an $ 11.2 billion global private equity fund, which closed in May
Equity XI, L.P., an $ 11.2 billion global private
equity fund, which closed in May
equity fund, which closed in May 2013.
Early last year, some hedge
funds and private
equity firms not involved in
Energy Future's ownership began assessing ways they could make money when the restructuring hits, according to sources.
As private
equity and venture capital
funding in renewable
energy research and development increases, salespeople can revisit this search to see companies have been added to the search results, and therefore should be added to their prospect list.
2) On
Energy Bulletin there was an article about Mondragon, a coopertive started in the poverty stricken area of Spain in the 1950 ′ s where people pooled their money and existing business expertise to
fund local entrepreneural ventures with
equity instead of debt.
The First Trust North American
Energy Infrastructure
Fund (EMLP) is the largest U.S.
equity active ETF, with $ 2.2 billion in AUM.
Kyle before launching Arab Angel
Fund I was at the UAE Embassy in Washington DC's Trade & Commercial Office where he has spearheaded a diverse range of portfolio verticals including start ups, venture capital, private
equity, media, retail, entertainment, sports, renewable
energy, and healthcare, among others.
iShares S&P ® / TSX ® 60 Index
Fund («XIU»), iShares S&P / TSX Capped Composite Index
Fund («XIC»), iShares S&P / TSX Completion Index
Fund («XMD»), iShares S&P / TSX SmallCap Index
Fund («XCS»), iShares S&P / TSX Capped
Energy Index
Fund («XEG»), iShares S&P / TSX Capped Financials Index
Fund («XFN»), iShares S&P / TSX Global Gold Index
Fund («XGD»), iShares S&P / TSX Capped Information Technology Index
Fund («XIT»), iShares S&P / TSX Capped REIT Index
Fund («XRE»), iShares S&P / TSX Capped Materials Index
Fund («XMA»), iShares Diversified Monthly Income
Fund («XTR»), iShares S&P 500 Index
Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index
Fund («XEN»), iShares Dow Jones Select Dividend Index
Fund («XDV»), iShares Dow Jones Canada Select Growth Index
Fund («XCG»), iShares Dow Jones Canada Select Value Index
Fund («XCV»), iShares DEX Universe Bond Index
Fund («XBB»), iShares DEX Short Term Bond Index
Fund («XSB»), iShares DEX Real Return Bond Index
Fund («XRB»), iShares DEX Long Term Bond Index
Fund («XLB»), iShares DEX All Government Bond Index
Fund («XGB»), and iShares DEX All Corporate Bond Index
Fund («XCB»), iShares MSCI EAFE ® Index
Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index
Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder
Fund («XCR»), iShares Growth Core Portfolio Builder
Fund («XGR»), iShares Global Completion Portfolio Builder
Fund («XGC»), iShares Alternatives Completion Portfolio Builder
Fund («XAL»), iShares MSCI Emerging Markets Index
Fund («XEM») and iShares MSCI World Index
Fund («XWD»), iShares MSCI Brazil Index
Fund («XBZ»), iShares China Index
Fund («XCH»), iShares S&P CNX Nifty India Index
Fund («XID»), iShares S&P Latin America 40 Index
Fund («XLA»), iShares U.S. High Yield Bond Index
Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index
Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index
Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index
Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX
Equity Income Index
Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index
Fund («XST»), iShares Capped Utilities Index
Fund («XUT»), iShares S&P / TSX Global Base Metals Index
Fund («XBM»), iShares S&P Global Healthcare Index
Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index
Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index
Fund (CAD - Hedged)(«XEB»)(collectively, the «
Funds») may or may not be suitable for all investors.
The investment approach of the teams advising the
energy and renewable resources and infrastructure
funds is similar to that of our Corporate Private
Equity funds, with certain additional objectives.
Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine
fund (NASDAQ: ACAS), where he created the American Capital
Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative e
Energy Group, building a peak portfolio of nearly a billion dollars of market value of
energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative e
energy - related
equity and debt investments across oil and gas production, oilfield services, utility services and alternative
energyenergy.
Our Global Market Strategies segment, established in 1999 with our first high yield
fund, advises a group of 46 active
funds that pursue investment opportunities across various types of credit,
equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine,
energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets
equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their derivatives.
New
Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue rea
Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and
equity investments in small - and mid-sized clean
energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue rea
energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance
Fund... Continue reading →
On the
equity side, some
funds add «best of the worst» companies to encourage better corporate behavior via proxy voting, such as prodding
energy companies to produce more renewable
energy.
BreitBurn executives began searching for new
funding sources and ended up raising $ 1 billion from private -
equity firm EIG Global
Energy Partners in April.
Most recently prior to founding Navigator
Energy Services, LLC, Matt was a member of the investment team at Tenaska Capital Management, LLC, an energy focused private equity fund ma
Energy Services, LLC, Matt was a member of the investment team at Tenaska Capital Management, LLC, an
energy focused private equity fund ma
energy focused private
equity fund manager.
New
Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 mi
Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and
equity investments in small - and mid-sized clean
energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 mi
energy infrastructure projects and companies, today announced that it held a final closing for the New
Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 mi
Energy Capital Infrastructure Credit
Fund (the «
Fund») with total capital commitments of $ 325 million.
Focused on clean
energy infrastructure assets in North America, including solar, wind,
energy efficiency, storage, and water, the
Fund seeks to encompass a broad array of investment structures, such as senior debt, subordinated debt, and preferred
equity.
Eagle Ford Shale - focused Sanchez
Energy (NYSE: SN) recently joined forces with a leading private -
equity fund to spend $ 2.3 billion on the acquisition of more land in the play.
From 2008 to 2012, Mr. Lovell was the Founding Partner of Virgin Green
Fund, a private equity fund investing in the energy and resource sec
Fund, a private
equity fund investing in the energy and resource sec
fund investing in the
energy and resource sector.
The
Energy Select Sector SPDR (ETF)(NYSE: XLE), the largest equity - based exchange - traded fund tracking the energy sector, is up nearly 12 percent over the past
Energy Select Sector SPDR (ETF)(NYSE: XLE), the largest
equity - based exchange - traded
fund tracking the
energy sector, is up nearly 12 percent over the past
energy sector, is up nearly 12 percent over the past month.
Harbour's
funding — including $ US7.5 billion in debt and
equity investment from trader Mercuria
Energy Group and others — has yet to be locked in, while the due diligence process now embarked on by Harbour may yet reveal unsavoury findings, with the short - of - reserves GLNG venture seen as the most likely suspect.
As of 06/30/14, National Oilwell Varco represented 2.6 %, FedEx Corp. 2.2 %, Baker Hughes, Inc. 2.1 %, Dover Corp. 2.7 %, General Motors Co. 3.2 %, Bank of America, Inc. 3.1 %, TD Ameritrade Holding Corp. 1.8 %, Carter's Inc. 0.2 %, MasterCard, Inc., Class A 1.9 %, Knowles Corp. 0.5 %, General Dynamics Corp. 1.8 %, Foot Locker, Inc. 1.8 %, Scripps Networks Interactive, Inc., Class A 1.5 %, Aflac, Inc. 0.9 %, Oracle Corp. 3.4 %, Quest Diagnostic, Inc. 0 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Rowan Companies plc 0.4 %, Cenovus
Energy, Inc. 0 %, Fidelity National Financial, Inc. 1.1 %, Devon
Energy Corp. 0 %, and Ultra Petroleum Corp. 0.7 % of the Oakmark
Equity and Income
Fund's total net assets.
As of 9/30/13, Rockwell Automation Inc. represented 2.9 %, Cimarex
Energy Co. 1.2 %, Dover Corp. 3.5 %, FedEx Corp. 2.7 %, General Dynamics Corp. 3.0 %, Foot Locker, Inc. 1.3 %, Ultra Petroleum Corp. 0.4 %, Laboratory Corp. of America Holdings 1.3 %, Range Resources Corp. 0 %, Staples, Inc. 0.4 %, Walter
Energy, Inc. 0 %, Cenovus
Energy, Inc. 1.0 %, Encana Corp. 1.3 %, Blount International, Inc. 0.1 %, Apache Corp. 0 %, UnitedHealth Group, Inc. 3.2 %, MasterCard, Inc., Class A 1.8 %, Flowserve Corp. 0 %, Devon
Energy Corp. 1.6 %, Kaydon Corp. 0 %, SKF AB 0 %, Northrop Grumman Corp. 0 %, and Teledyne Technologies, Inc. 0 % of the Oakmark
Equity and Income
Fund's total net assets.
As of 03/31/14, Baker Hughes, Inc. represented 2.4 %, General Dynamics Corp. 2.2 %, Bank of America Corp. 3.2 %, Oracle Corp. 3.5 %, UnitedHealth Group, Inc. 2.5 %, General Motors Co. 3.0 %, MasterCard, Inc., Class A 1.9 %, FedEx Corp. 2.6 %, Scripps Networks Interactive, Inc., Class A 1.4 %, Philip Morris International, Inc. 2.4 %, Ultra Petroleum Corp. 0.7 %, Bruker Corp. 0.3 %, HNI Corp. 0.04 %, Blount International, Inc. 0.1 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Cimarex
Energy Co. 0 %, Concho Resources Inc. 0 %, Crane Co. 0 %, Encana Corp. 0 %, Hospira, Inc. 0 %, Abbott Laboratories 0 %, Quest Diagnostic, Inc. 0 %, Knowles Corp. 0.5 %, Dover Corp. 2.7 %, and Wells Fargo & Co. 1.0 % of the Oakmark
Equity and Income
Fund's total net assets.
John also served as the VP and Head of Corporate Development for an early - stage renewable
energy and feed company based in Florida as well as a Director in Business Development at Valens Capital, a billion dollar hedge
fund focused on providing flexible, custom - tailored and cost - effective debt and
equity growth financing solutions to small - cap public and private companies.
The securities mentioned above comprise the following percentages of the Oakmark
Equity and Income
Fund's total net assets as of 12/31/17: Bank of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls International PLC 0.6 %, PDC
Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.
As noted in the
Fund's June 30, 2016 Semi-Annual Report, the
Fund held approximately $ 30 million market value of TXU
Energy's first lien debt which was yielding approximately 15 % at the time it was converted into
equity in the new TCEH Corp..
Canoe
Energy Class (Series A) was awarded the 2017 Lipper
Fund Award in the
Energy Equity Category for both the three and five - year periods ending July 31, 2017 out of a total of 14
Funds.
The Private market segment comprises more than half of total AUM, mainly through private
equity funds and some investments in
energy and real estate.
As of 3/31/11, Cenovus
Energy, Inc. represented 4.1 % of The Oakmark
Equity and Income
Fund's total net assets, Rockwell Automation, Inc. 1.7 %, Concho Resources Inc. 2.0 %, UnitedHealth Group, Inc. 2.2 %, ITT Corp. 2.4 %, Burlington Resources Inc. 0 %, XTO
Energy, Inc. 0 %, Cisco Systems, Inc. 0.7 %, Microsoft Corp. 0 %, Nestle SA 3.1 %, Boston Scientific Corp. 1.5 %, Scripps Networks Interactive 1.7 %, PartnerRe, Ltd. 1.5 %, Del Monte Foods Co. 0 %, Diebold, Inc. 0 %, Kirby Corp. 0 %, Rockwell Collins, Inc. 0 %, Weight Watchers International, Inc. 0 %, Unilever PLC — ADR 0 %, Covidien Plc. 0 %, PepsiCo, Inc. 1.2 %, Range Resources Corp. 0.7 %, Apache Corp. 2.9 %, Texas Instruments Inc. 1.7 %, and TE Connectivity, Ltd. 0.8 %.
Our investment management practice advises on investment
funds, tax law and regulatory issues in the context of structuring various kinds of collective capital assets investing in private
equity, real estate, renewable
energy, leasing agreements and other asset classes.
The plan has financing from
Energy Investors Funds, a private equity firm that backs energy projects and util
Energy Investors
Funds, a private
equity firm that backs
energy projects and util
energy projects and utilities.
The Cambridge Associates U.S. Private
Equity Index is based on data compiled from 970 U.S. private equity funds (buyout, growth equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity Index is based on data compiled from 970 U.S. private
equity funds (buyout, growth equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity funds (buyout, growth
equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity, private
equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity,
energy and mezzanine
funds), including fully liquidated partnerships, formed between 1986 and 2010.
The table below includes
fund flow data for all U.S. listed Alternative
Energy Equities ETFs.
Fund flow information for other ETFs in the Alternative
Energy Equities ETFdb.com Category is presented in the following table.
Enbridge intends to swap $ 11.4 billion in common shares for the
equity it does not already own in its four publicly traded master limited partnership (MLP) subsidiaries: Spectra
Energy Partners LP, Enbridge
Energy Partners LP, Enbridge
Energy Management LLC and Enbridge Income
Fund Holdings Inc..
Equity and Income
Fund Manager Gary Cloud shares his thoughts on corporate bonds, where he is finding selective opportunities in the
energy and materials space, and what he thinks the Fed will do this year.
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equity funds in April: Morningstar How to choose the right factor ETF
Equity energy funds focus on equity securities of U.S. or non-U.S. companies that conduct business primarily in energy - related indus
Equity energy funds focus on
equity securities of U.S. or non-U.S. companies that conduct business primarily in energy - related indus
equity securities of U.S. or non-U.S. companies that conduct business primarily in
energy - related industries.
If you're paying 2 % or more for a Canadian
equity fund that just holds the big banks and
energy producers that dominate index
funds, your chance of beating the market is virtually zero.
David Fisher is Chairman of the Investment Committee of Innova Capital, one of Central Europe's leading private
equity firms; of EnerCap Partners, a new renewable
energy fund in Central Europe; and of Da Vinci CIS Private Sector Growth Fund Limi
fund in Central Europe; and of Da Vinci CIS Private Sector Growth
Fund Limi
Fund Limited.