Triple Double manages assets using a separate managed account structure and currently offers two strategies:
Equity Energy Portfolio
This portfolio seeks long-term capital appreciation from equity investments in large, mid and small capitalization energy companies and offers significant exposure to energy commodity prices. This portfolio generally overweights exposure to exploration and production companies, but also invests in sectors in the energy industry where our analysis indicates potential for undervalued, overlooked, or growth opportunities.
The energy sector is typically regarded as more complex than most of the industrial group and requires specialized knowledge and experience. We believe that by concentrating in this sector, together with our energy and oil and gas backgrounds, gives our clients the potential for superior investment performance with lower associated risk.
This portfolio typically holds 18 to 25 securities and selectively utilizes position sizes and option strategies for risk mitigation. Although a majority of this portfolio’s holdings are U.S. based companies, many have substantial international operations.
Balanced Energy Portfolio
The investment objectives of the balanced portfolio are: conservation of capital, current income, and long-term growth of capital and income. This portfolio offers mitigated exposure to energy commodity prices through a combination of asset classes in the energy industry. The balanced portfolio exposure by asset class is typically 50% energy equities, 25% Master Limited Partnerships and 25% fixed income.
Portfolios typically hold 25 to 30 securities with diversification across energy subsectors. Position size limits and option strategies are selectively employed for risk mitigation. Although a majority of this portfolio’s holdings are U.S. based companies, many have substantial international operations.