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Research
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Thought Leadership
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Library Authors
Sean Hanley
By
Sean
Hanley
Pickering Energy Partners
By
Pickering Energy Partners
Nathan Welch, Ph. D.
By
Nathan
Welch
Matthias Bloennigen
By
Matthias
Bloennigen
MacKenzie Davis
By
MacKenzie
Davis
Madeleine DeNezza
By
Madeleine
DeNezza
Kevin MacCurdy
By
Kevin
MacCurdy
Ken Settles
By
Ken
Settles
Josh Martin
By
Josh
Martin
Garrett Delk
By
Garrett
Delk
Dan Romito
By
Dan
Romito
Dan Pickering
By
Dan
Pickering

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MacKenzie
Davis

Our Team
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Managing Director
Investments
Library Authors

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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Library Entries by
MacKenzie
Davis
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October 16, 2020
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Global Natural Resources Commentary Q3 2020

The commodity markets continue to heal, despite an extremely volatile economic and geopolitical backdrop.
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July 17, 2020
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Global Natural Resources Commentary Q2 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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April 16, 2020
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Global Natural Resources Commentary Q1 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 Americ
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October 28, 2024
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SailingStone Third Quarter 2024 Commentary

The shale revolution’s promises remain mixed; learn how evolved business models could drive higher returns and reshape investor expectations.
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May 22, 2024
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SailingStone First Quarter 2024 Commentary

In their 1Q 2024 Commentary, SailingStone discusses the need to redefine Energy Transition objectives, create a quantitative framework to evaluate the solutions that meet them, and the critical role that natural gas will play in decarbonization.
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April 19, 2024
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MacKenzie Davis joins Keith McCullough for an exclusive interview at the Hedgeye Investing Summit

In an exclusive "Hedgeye Investing Summit" interview, MacKenzie Davis, Founder & Managing Partner of SailingStone Capital Partners, discusses net zero, mining, metals, and the Energy Transition with Hedgeye CEO Keith McCullough.
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March 12, 2024
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SailingStone Year End 2023 Commentary

In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
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November 13, 2023
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SailingStone Third Quarter 2023 Commentary

In their Third Quarter 2023 Commentary, the SailingStone team discusses the risks associated with commodity price inflation and the potential opportunities arising from capital constraints and resource exhaustion.
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September 11, 2023
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SailingStone Second Quarter 2023 Commentary

In their Second Quarter 2023 Commentary, SailingStone discusses company-specific value creation, stalling decarbonization efforts, and the money supply challenges facing the Energy Transition.
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