Energy Equity

Energy Balanced

Energy Income

Energy Enhanced Income

Energy Balanced Portfolio
Diversified, Opportunistic Energy Exposure

Invests in diverse energy equities, master limited partnerships (MLPs) and corporate bonds and is hedged using option strategies on a discretionary basis.  The objective is to protect capital, provide current income, and seek long-term growth of capital. It is well suited for investors that have a preference for Triple Double Advisors to have flexibility to add or decrease portfolio risk given changing energy market conditions.

For more information, please see our product fact sheet or e-mail

Slide 1

Net Returns Since Inception - July 2013

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Performance Attribution - July 2013

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Composition by Energy Sub-Sector - July 2013

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Composition by Asset Class - July 2013


Triple Double Advisors, LLC (TDA) is registered as an investment adviser with the State of Texas. The information contained herein is provided by TDA solely for informational purposes. The information contained herein is not, and under no circumstances is to be construed as, an advertisement or a public offering of securities in any state. Past performance is no guarantee or projection of future results. A copy of our firm disclosure brochure (ADV Part 2A) is available upon request.