Our Strategies

Two focus areas.
One investment process.

Recurrent applies the same valuation-driven investment process across two distinct energy and natural resource opportunity sets.

01

Natural Resources

A flexible strategy investing across commodity-sensitive industries.

Investment Universe
  • Oil & Gas Producers
  • Refining
  • Metals & Mining
  • Chemicals
  • Agriculture
  • Energy Infrastructure
  • Oilfield Services
  • Soft Commodities
  • Paper & Packaging
Explore Natural Resources →
02

Midstream Infrastructure

A focused strategy investing in infrastructure and other long-duration assets across the energy system.

Investment Universe
  • Pipeline & Storage Infrastructure
  • Convenience Stores
  • Distribution Assets
  • LNG and LPG Export Facilities
  • Refining & Marketing
  • Long-Duration Energy Assets
  • Power Generation & Utilities
Explore Midstream →