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

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MacKenzie
Davis

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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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January 11, 2022
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Renewable Constraints

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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Inconvenient Truths

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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Inflation & The Energy Transition

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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Global Natural Resources Commentary Q2 2021

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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Global Natural Resources Commentary Q1 2021

Commodity markets continue to heal, as evidenced by falling inventories across most products.
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January 15, 2021
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Global Natural Resources Commentary Q4 2020

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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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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