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MacKenzieDavis
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MacKenzie Davis is a Managing Director of SailingStone Capital Partners, where he is an Investment Analyst and Portfolio Manager. Prior to founding SailingStone in 2014, he led the RS people-investments Value Team, sat on the Management Committee and was co-manager of the RS Global Natural Resource strategies. Previously, he was a High Yield Analyst at Fidelity Management & people-research Company, where he focused on distressed investment opportunities in the telecommunications, power and energy sectors. He started his career as an Analyst at Goldman Sachs.
He holds AB’s in Mathematical Economics and Modern American History from Brown University and is a CFA charterholder. In addition, MacKenzie serves on the board of the Maine Coast Heritage Trust.
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Davis
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May 22, 2023
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In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.
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February 8, 2023
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In their fourth quarter commentary, the SailingStone team provides a recap of the four key themes they were focused on during 2022, how those themes have played out and the five themes they are watching for 2023.
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November 9, 2022
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A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact pr
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September 7, 2022
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Happy anniversary from us at SailingStone!
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September 2, 2022
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Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders
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August 16, 2022
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In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.
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July 28, 2022
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As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asse
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May 3, 2022
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Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is
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March 15, 2022
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Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.
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March 9, 2022
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Commodity price spikes are almost always the result of supply shocks that are caused by geopolitical events (i.e. – wars and trade wars) or natural disasters. They are, in a word, unsustainable.
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February 25, 2022
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recent events increase the likelihood of stagflation, an outcome we believed was already probable given the consequences of prolonged capital constraints on new supply, the material requirements of the Energy Transition and the post-stimulus hangover
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January 18, 2022
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2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggr
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January 11, 2022
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We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now.
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October 20, 2021
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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 2, 2021
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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?
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July 16, 2021
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Market conditions remain tight with inventories low, and despite higher commodity prices, supply responses have been limited, leading to a constructive outlook for most major commodities, while the Energy Transition presents both inflationary pressures and significant investment opportunities in critical enabler commodities.
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April 15, 2021
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Commodity markets continue to heal, as evidenced by falling inventories across most products.
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January 15, 2021
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Just over 25 years ago, Andy Pilara started a mutual fund that is the forebearer of the SailingStone Global Natural Resource strategy.
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