Investments
Since 2004, PEP Investments has deployed over $15 billion of capital for our clients in both public and private markets across traditional energy and the Energy Transition.
Private Investment Strategies
Diverse professional backgrounds and a flat operating structure improves the “marketplace of ideas” on PEP’s Private Equity team.
PEP’s private equity practice focuses on discrete energy investment opportunities with asymmetric returns propositions. Featuring a team with diverse investment and direct operating backgrounds, PEP Private Equity has proven a capacity to provide investors with differentiated perspectives and unique access to value-oriented private energy investment strategies. Our principles are simple: honesty, deep technical due diligence, structural flexibility, and strong investor alignment. Our “more partner, less sponsor” approach to energy investing has helped to shape our superior industry and client networks as well as our longstanding reputation for fair dealing. PEP Private Equity’s primary goal continues to be creating outsized risk-adjusted returns for our clients, alongside whom we will always invest in the PEP Private Equity strategies.
Public Investment Strategies
Business analysts focused on long-term value creation.
Our public equities strategies focus on structurally advantaged assets across an array of enabler commodities and infrastructure projects. By taking a private equity approach to the public markets, PEP Public Equity assesses asset quality and management’s ability to generate long-term value. Our strategies focus on doing well while doing good: attractive prospective returns while supporting global zero-carbon efforts.
Recent
Global Natural Resources Commentary
Third Quarter 2020
The commodity markets continue to heal, despite an extremely volatile economic and geopolitical backdrop.
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Global Natural Resources Commentary
Second Quarter 2020
The dislocations created by COVID-19 and the subsequent global economic shutdown have scarred countries and communities around the globe.
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Global Natural Resources Commentary
First Quarter 2020
Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect America’s energy independence”, two observations stood out as being particularly on-point in the just-released first quarter survey. We have no clue what to say about oil and gas prices.
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