James Murchie, President, CEO and Co- Portfolio Manager, Energy Income Partners discusses the current state of energy infrastructure, the ongoing energy transition and potential implications for investors.
Energy Income Partners, co-founded by Murchie in 2003, is a partner-owned asset manager with roughly $3.8 billion in AUM (as of February 28, 2021). Murchie, an industry veteran and longtime energy infrastructure investor, launched the firm in order to help other clients and investors access investments in pipelines and other energy infrastructure companies with stable earnings and higher dividend yields. Today, the energy industry is in the midst of a multi-generational transition to new sources of energy and storage.
Muchie discusses how the global demand for cleaner and cheaper energy will drive investments toward a more modern integrated energy system.
Register and watch Energy Income Partner’s webcast to learn more: Why the inflation/value rotation and energy transition should benefit energy infrastructure stocks. The presentation covers this multi-decade opportunity for investors, and will answer these key questions:
- What is the Energy Transition, is it real or is it just hype?
- What opportunities and risks does it present to investors?
- Is recent stronger performance related to the rotation to value, concerns about inflation or something more specific to the sector?
REGISTER NOW James Murchie co-founded Energy Income Partners (EIP) in 2003 with Linda Longville and Eva Pao.
EIP is a partner-owned asset manager with $3.8 billion in AUM as of February 28, 2021 and is an outgrowth of his personal investing in energy infrastructure. He is the President, CEO and Co-Portfolio Manager of EIP’s Funds and products which concentrate their portfolios in the securities of noncyclical energy infrastructure companies in the electric power, pipeline, and renewable development sectors. Between 1998 and 2003, he ran Lawhill Capital which managed a long/short equity fund that invested in energy and cyclical equities and commodities. From 1995 to 1997, he was a Managing Director at Tiger Management where his primary responsibility was investments in energy, commodities, and related equities. From 1990-1995, Mr. Murchie was a Principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, he spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility. He has been named one of only three Hall of Fame investors by Alerian. Mr. Murchie has testified on energy policy before the U.S. Senate Committee on Energy and Natural Resources, presents at the Energy Roundtable at the Aspen Institute and numerous industry conferences and events.