Specialist investors in cyclical markets.
We built Recurrent around the markets we know.
These are capital-intensive industries shaped by commodity cycles, changing supply and demand, long investment lead times and recurring shifts in investor expectations.
Recurrent focuses on those markets rather than treating them as one sleeve inside a broader investment platform. Our strategies, research and investment process all grow from the same sector specialization.
Specialist by design.
A focused, Houston-based team
Recurrent is built around a focused team in Houston, close to the companies, operators and capital decisions shaping the markets we invest in.
A single investment process
Across our strategies, we use the same underlying discipline centered on valuation, long-term returns on capital and capital allocation.
Research integrated into investing
Our research extends beyond individual stocks to the forces shaping commodity markets, infrastructure, capital spending and demand. Those observations feed directly back into how we invest.
One firm.
Two focus areas.
One investment discipline.
Recurrent invests across natural resources and energy infrastructure through distinct strategies built on a common investment framework. The opportunity set changes. The discipline does not.
Close to the industries we invest in.
Recurrent is based in Houston, at the center of the US energy industry. The companies, operators, investors and capital decisions shaping our investment universe are part of the business community around us.
Recurrent was founded to invest differently through energy cycles.
The firm was founded in Houston in 2017 by Mark Laskin and Brad Olsen after careers spanning portfolio management, energy research and institutional investing. Recurrent has grown since then, while remaining focused on the same core markets and investment disciplines.