Investing in commodity-oriented sectors requires quality active management. Recurrent stands apart from many high-beta active managers and overly concentrated passive vehicles that have dominated energy public equity investing.
Our principals combine decades of investment management experience. Our principals’ pedigree includes some of the leading firms in natural resources, energy and midstream investing: Morgan Stanley, Invesco, Tudor Pickering, Eagle Global, and BP Capital Fund Advisors.
Mark Laskin was previously lead portfolio manager and CIO at BP Capital Fund Advisors (BPCFA). BPCFA’s energy and MLP strategies achieved category-leading 3-year track records (best-in-class and top 10% respectively) during 2013-16.
Brad Olsen was previously lead portfolio manager of MLP strategies at BPCFA. Olsen was previously head of midstream research at TPH & Co, where he was recognized by the Financial Times as the best energy stock picker in the US in 2013 and 2014.
Intro to Recurrent