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
Dan Pickering Discusses Oil Supply and Demand on CNBC
Will oil prices continue to rise? Not necessarily — keeping global supply and demand in mind.
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Merge Completes Series A Funding, Continuing Pickering Energy Partners’ Leadership in Energy Transition
Series A financing to accelerate market growth for PEP-backed fleet electrification solutions firm.
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November 2021 – Monthly Commentary from Dan Pickering
November 2021
November was generally a bust across the market, but energy was worse.
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October 2021 – Monthly Commentary from Dan Pickering
October 2021
Decent back-to-back months. October was another good period for energy.
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Inconvenient Truths
October 2021
An analysis of the real-world implications of the Energy Transition with a focus on the opportunities and challenges facing capital allocators and policy makers.
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September 2021 – Monthly Commentary from Dan Pickering
September 2021
A September to remember. Energy had a strong month while overall markets were lackluster/weak.
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Inflation & The Energy Transition
September 2021 Commentary
The COVID pandemic, and the response of governments and central banks around the world, have engendered an on-going debate about the outlook for inflation. Transitory or perhaps a bit stickier? Inflation skeptics rightly point to the remarkable deflationary impact of technology and innovation as well as a labor pool distorted by temporary incentives for the able bodied to remain at home.
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August 2021 – Monthly Commentary from Dan Pickering
August 2021
August was a flattish month overall for energy, but there was plenty of activity beneath the surface.
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July 2021 – Monthly Commentary from Dan Pickering
July 2021
July was a soggy month for energy.
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