In our very first Thematic Investors podcast, Todd Kantor, the innovative Founder and Managing Member of Encompass Capital Advisors LLC, embarks on a captivating conversation with Kieran Cavanna about the tactics employed in institutional investments for energy transition.
Back in 1962, President Kennedy declared that by the end of the decade, the United States would have a man on the moon. Energy transition is an entirely different animal where technology, consumer sentiment, and politics will require further progress before we can declare victory.
In this inaugural episode, Kieran Cavanna, CIO, Old Farm Partners and host of the Thematic Investors podcast, is joined by Todd Kantor, Founder and Managing Member of Encompass Capital Advisors LLC. This is a critical podcast for those interested in energy transition and the investment strategies that are required to play in this arena.
Kieran and Todd discuss:
- How Todd and the Encompass team define above and below-surface risk, and how they apply it in investment decisions today.
- Are we fighting a losing battle in climate change if China's emissions have increased by over 7 billion tons since 1999?
- How much are Americans willing to spend in the fight on climate change? Hint: There’s a significant mismatch between responses and what’s actually needed.
- The difference between active investing and passive investing in this sector.
- The critical importance of data analytics, and why being a data junkie is especially important when analyzing energy transition strategies.
- And more!
Any statements provided by Encompass Capital Advisors LLC are for informational purposes only and shall not constitute an offer to sell or a solicitation to buy any investment product or services offered. While all the information discussed is believed to be accurate, Encompass makes no express warranty as to its completeness or accuracy, nor can it accept responsibility for any errors. The views and opinions expressed maybe forward looking and are subject to change without notice. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which occur.
Connect with Kieran Cavanna:- Old Farm Partners
- LinkedIn: Kieran Cavanna
About Kieran Cavanna:
Kieran Cavanna is the Co-Founder and CIO of Old Farm Partners. Old Farm is a hedge fund allocation firm focusing on small and mid-sized hedge funds, as well as co-investment opportunities with $600m under management. Prior to Old Farm, Mr. Cavanna worked at Soros Fund Management where he served as the Head of the External Manager Selection team. Mr. Cavanna and his team performed due diligence on and allocated to a select group of hedge funds that deployed a wide variety of hedge fund strategies. Prior to Soros, Kieran was a Partner and the Head of Research at Titan Advisors, a $5b fund-of-hedge funds. In total Mr. Cavanna has been allocating to hedge funds for 18 years. Mr. Cavanna started his financial career at KPMG Consulting as Senior Analyst. Mr. Cavanna graduated from the University of Richmond with a BA and received an MBA from Vanderbilt University.
About Todd Kantor:
Todd Kantor is a founder and Managing Member of Encompass Capital Advisors LLC, an SEC-registered investment adviser. He has over 21 years of experience in the global energy markets as a portfolio manager, analyst, trader, and investment banker. Mr. Kantor is the Portfolio Manager of the Encompass Funds. Mr. Kantor manages an alpha-driven long/short equity strategy focused on bottom-up fundamental research analysis across a variety of global energy sub-sectors which include traditional exploration & production, and oil field services, energy transition, renewables, and energy-related cyclical sub-sectors. Encompass Capital launched on February 1, 2012, when Mr. Kantor and his core team spun out from Citadel LLC PioneerPath Capital platform where Mr. Kantor managed an energy-focused portfolio from May 2008 to January 2012. With a team of fifteen professionals, Mr. Kantor oversees an eight-person investment team. The Encompass investment process developed by Mr. Kantor is underpinned by rigorous modeling of equities and commodities, coupled with extensive data analysis and communication with management teams globally. Mr. Kantor started his career at JP Morgan in the Global Oil & Gas Investment Banking Group, and subsequently held analyst positions at Solstice Equity Management, a fund within the Bass Brothers Taylor Fund L.P, and Touradji Capital, a “Tiger cub”. Mr. Kantor has a B.B.A. degree from the Goizueta Business School at Emory University with a concentration in Finance.