Here is our latest Market Commentary: Natural Gas is Not Just A Bridge Fuel. SAM’s Infrastructure Income and Energy Transition strategies favor companies leveraged to advantageous natural gas fundamentals. Recently, we hosted a Fireside Chat with the CEO, Toby Rice and CFO, Jeremy Knop of one such company: EQT Corporation (EQT- NYSE), the largest producer of natural gas in the United States. In this market commentary, we’ll dive into some of the key ideas from our chat. Link to webinar: https://lnkd.in/e_DtvVFU As always, your comments, questions and feedback are welcome. #naturalgas #investing #sustainability #energy
Siegel Asset Management Partners
Investment Management
Great Neck, New York 7 followers
We employ a long-term value driven approach to investing in energy as it transitions toward a decarbonized future.
About us
Established in 2020, we are a registered value-based investment advisory firm for high net worth individuals and institutional investors. With a bottom up/top down-research and ESG-driven philosophy, the firm invests in a concentrated portfolio of high-quality midstream energy companies/Master Limited Partnerships (MLPs), utilities, renewable energy companies, and special situations. SAM Partners is also a sub-advisor to ELCO Management Company, LLC, a multi-strategy investment firm.
- Website
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http://siegelassetmgt.com
External link for Siegel Asset Management Partners
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Great Neck, New York
- Type
- Self-Owned
- Founded
- 2020
- Specialties
- portfolio management, energy sector, MLPs, ESG, midstream energy, and portfolio construction
Locations
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Get directions
Great Neck, New York 11023, US
Employees at Siegel Asset Management Partners
Updates
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Latest Market Commentary
We watched former President Trump’s 93-minute acceptance speech at the 2024 Republican National Convention (the longest in convention history). On the surface, the Republican platform is positive for traditional energy and negative for clean energy stocks, but things aren’t always as they seem. We take a deeper look in our latest market commentary, "The Path Forward For Energy." As always, we appreciate your feedback and questions. #energy #investing #sustainability #naturalgas
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Happy 4th of July! I'm excited to announce that I have joined the Board of ONE Gas, Inc. (NYSE: OGS), where I will be involved in strategic decision-making and governance. Headquartered in Tulsa, Oklahoma, ONE Gas is one of the largest gas utilities in the United States. The company was spun off from ONEOK, Inc. (NYSE: OKE) ten years ago. The principles of SAM Partners align nicely with those of ONE Gas, Inc. I'm honored to be part of a company that is committed to growth, safety, integrity, and environmental responsibility. For more details, I invite you to check out the press release: https://lnkd.in/ekMdmn_Y Have a safe and enjoyable holiday weekend! - Yves ONE Gas ONEOK #investments #utilities #naturalgas #energy
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Here is our latest commentary in which we highlight our fireside chat with Enterprise Products Partners co-CEO's Jim Teague and Randy Fowler. We remain bullish on the midstream energy sector and provide a few thoughts on oil and natural gas prices. As always, we appreciate your feedback and questions. #AI #energysector #investing #midstream
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Here is our latest Market Commentary: All Aboard the Train to Clean Energy. Several weeks ago, we hosted another fireside chat with Danny Rice and Akash Patel, CEO and CFO, respectively, of NET Power Inc. (NPWR: NYSE). We like to say, “the train has left the station” on the tracks to a decarbonized world. Some may not realize that traditional energy sources are onboard for the ride. In fact, natural gas is likely to make it to the final stop, especially if NET Power is successful in its quest to provide clean energy powered by natural gas. As always, your comments, questions, and feedback are welcome. Enjoy the long holiday weekend! #cleanenergy #naturalgas #AI #technology