Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Wednesday Dec 28, 2016
Energy Chain Investing with Miller Howard
Wednesday Dec 28, 2016
Wednesday Dec 28, 2016
Michael Roomberg, Portfolio Manager of Miller Howard, discusses their unique mutual fund - "Drill Bit to Burner Tip." Invests in the entire North American energy chain. It recognizes that the shale technology is a technological revolution which will create significant benefits to many ancillary companies and industries that are beneficiaries of this revolution. They look for companies in certain categories of energy that are quality, well run companies, but also have misspricing in their current stock value. A unique view of energy investing that is not heard elsewhere. Very interesting.
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