Focusing on the Developing Global Energy Supply and Demand Dynamics
Early in 2000, Orleans Capital Management Corporation (OCM) in conjunction with Simmons & Company International (SCI) identified a unique, opportunistic investment theme focusing on the developing global energy supply and demand dynamics.
That fall, OCM launched its Energy Opportunities Original investment strategy, which is a long only, equity investment strategy designed to capitalize on increasing energy expenditures necessary to supply the energy required by a growing global economy. In executing this strategy, OCM teamed with SCI, a leading independent investment bank specializing in the entire spectrum of the energy industry. Pursuant to a Research and Sub-Advisory Agreement, SCI provided OCM with energy research and sub-advisory services used by OCM in the execution of the Energy Opportunities Original strategy.
In 2008 Energy Opportunities Capital Management, L.L.C. was Formed
During 2008, OCM and SCI formed Energy Opportunities Capital Management, L.L.C. (EOCM) as a separate entity to manage the Energy Opportunities investment strategies. EOCM was jointly owned by OCM and SCI.
In 2016 Senior Management Bought Out One of Its Members.
During 2016, the portfolio management team and one of its Board Managers purchased the 50% ownership stake held by SCI.
Capitalize on the Ongoing Positive Supply and Demand Fundamentals
The primary thrust of the strategies is to capitalize on the ongoing positive supply and demand fundamentals that exist in energy markets. Among other things, we emphasize those sectors and companies that are beneficiaries of the necessary capital expenditures that will be required to generate the supply required to maintain and support increasing global energy demand and global economic growth. The fundamental investment objective is to produce returns superior to energy related benchmarks and broad market equity indices by investing in a diversified portfolio of energy company equities designed to capitalize on existing energy supply and demand fundamentals.
Always a Risk of Loss
There is no guarantee that our strategies will yield a profit. In fact there is always a risk of loss, including principal. Investing in sector specific strategies involves risk such as Political and Economic uncertainty, Market Risk; Market Trading Risk; Non-Correlation Risk; Replication Management Risk; Equity Securities Risk; Large Capitalization Company Risk; Liquidity Risk; and Valuation Risk. These strategies lack diversification and may trade in non-US securities. Investing in foreign markets may entail risks that differ from those associated with investments in the US markets such as foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments.