ENERGY OPPORTUNITIES Overview
Energy Opportunities Capital Management Llc is an investment advisor that manages 422.8 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/11 to 12/31/19. The fund's latest filing disclosed 39MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/11 to 12/31/19. The fund's latest filing disclosed 39MM in positions, representing 9% of the manager's regulatory AUM.
ENERGY OPPORTUNITIES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ENERGY OPPORTUNITIES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SLB | 8.14% | Energy | -65.95% | -0.81% | 0 | 15% | ||
| HAL | 6.75% | Energy | -71.71% | -0.85% | 0 | 11% | ||
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FEATURED IN
ENERGY OPPORTUNITIES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Louis F. Crane Jr. | Managing Director / President | July-2008 |
| Scott B. Gill | Managing Director / Vice President | July-2008 |
| Sandra L. Lai | Chief Compliance Officer | March-2014 |
ENERGY OPPORTUNITIES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ENERGY OPPORTUNITIES Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Energy Opportunities strategies are designed to capitalize on existing and developing energy supply and demand fundamentals and their impact on various companies within the universe of publicly traded equity securities. EOCM has a Board of Directors that serves primarily in an advisory capacity and does not provide any input into the management of the Energy Opportunities strategies. Investment decisions are the product of the combined investment experience and expertise of EOCM’s portfolio managers and its internal research efforts coupled with input from OCM and the energy industry insight and knowledge of SCI. Sources of information include inspections of corporate activities, company press releases, annual reports, prospectuses, filings with the Securities and Exchange Commission, financial newspapers and magazines, industry journals, and research materials prepared by others.
The pr...
Unlock Full Investment Process Description
The Energy Opportunities strategies are designed to capitalize on existing and developing energy supply and demand fundamentals and their impact on various companies within the universe of publicly traded equity securities. EOCM has a Board of Directors that serves primarily in an advisory capacity and does not provide any input into the management of the Energy Opportunities strategies. Investment decisions are the product of the combined investment experience and expertise of EOCM’s portfolio managers and its internal research efforts coupled with input from OCM and the energy industry insight and knowledge of SCI. Sources of information include inspections of corporate activities, company press releases, annual reports, prospectuses, filings with the Securities and Exchange Commission, financial newspapers and magazines, industry journals, and research materials prepared by others.
The pr...
Unlock Full Investment Process Description
ENERGY OPPORTUNITIES Portfolio Concentration
ENERGY OPPORTUNITIES Location
6300 BEE CAVES RD
BUILDING TWO, SUITE 430
AUSTIN, Texas
UNITED STATES, 78746-5840
BUILDING TWO, SUITE 430
AUSTIN, Texas
UNITED STATES, 78746-5840
ENERGY OPPORTUNITIES Contact Information
Phone Number: 512-477-0900
Fax Number: 512-477-0902
Website: null
Fax Number: 512-477-0902
Website: null
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