• Recurrent is a Houston-based investment firm focused on opportunities created by energy cycles.

    Recurrent is a Houston-based investment firm focused on opportunities created by energy cycles.

  • Previously, Mark Laskin served as CIO and Brad Olsen served as portfolio manager for a long-only energy investment firm. That firm generated best-in-class energy performance and top-decile MLP performance over a 3+ year period.

    Previously, Mark Laskin served as CIO and Brad Olsen served as portfolio manager for a long-only energy investment firm. That firm generated best-in-class energy performance and top-decile MLP performance over a 3+ year period.

  • Our process harnesses the power of cycles, using valuation to drive portfolio commodity exposure.

    Our process harnesses the power of cycles, using valuation to drive portfolio commodity exposure.

  • Our value-added research and commentary helps investors understand what they own.

    Our value-added research and commentary helps investors understand what they own.

  • We believe energy cycles are accelerating in frequency, and investing should change accordingly.

    We believe energy cycles are accelerating in frequency, and investing should change accordingly.

  • We seek differentiated results with a flexible investment mandate and a focus on liquidity - not by increasing complexity and cost, or by limiting investor liquidity.

    We seek differentiated results with a flexible investment mandate and a focus on liquidity - not by increasing complexity and cost, or by limiting investor liquidity.

How We Invest

Why Recurrent?

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