Investments managed

Insights by Tyler Rosenlicht

Harvesting value: The case for natural resource equities

Harvesting value: The case for natural resource equities

March 2025 | 24 mins

Natural resource equities are a long-term portfolio essential, offering strong returns, diversification and inflation protection—compelling features in today’s shifting economic landscape.

A next-generation approach to natural resource equity investing

February 2025 | 16 mins

A proven framework provides a superior starting point for reducing volatility without sacrificing returns.

A new power paradigm: Rising electricity demand and the implications for listed infrastructure

A new power paradigm: Rising electricity demand and the implications for listed infrastructure

October 2024 | 18 mins

Utilities, midstream energy and nuclear power are poised to benefit from growth in data centers, manufacturing and the electrification of the economy.