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 09/30/16. The fund's latest filing disclosed 342MM in positions, representing 81% of the manager's regulatory AUM.

ENERGY OPPORTUNITIES StockAlpha

-4.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ENERGY OPPORTUNITIES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HAL 10.22% Energy 20.77% 1.35% 0 17%
SPN 5.68% Energy 2.07% -0.47% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

ENERGY OPPORTUNITIES Portfolio Concentration

ENERGY OPPORTUNITIES Location

6300 BEE CAVES RD
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:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A