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.
December 28, 2016