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Hennessy Energy Transition Fund Institutional Class (BPEIX)
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27.36
+0.17
+0.63%
- Morningstar Rating:
- Total Assets: 7.77M
BP Capital TwinLine Energy I
27.36
+0.17
+0.63%
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Hennessy Energy Transition Fund Institutional Class Overview
On this page you'll find an in-depth profile of Hennessy Energy Transition Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BPEIX among other information.
Investment Strategy
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets in companies operating in the United States across the full spectrum of the energy supply/demand value chain, including traditional upstream, midstream, and downstream energy companies, as well as renewable energy companies and energy end users. Investments consist primarily of common stocks. The fund may also invest up to 25% of its total assets in securities of energy-related master limited partnerships ("MLPs").
Contact Information
Address
7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Novato,CA 94945
United States
Phone
800-966-4354
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| L. Joshua Wein | Director | 2022 | Now |
| Biography | Wein joined the Investment Manager in September 2018 until February 2019.Josh previously joined BB&T Asset Management in 2008 and Sterling Capital Management through merger in October 2010. He has investment experience since 1995. Josh is an investment analyst with Sterling's Advisory Solutions team with a focus on alternative investments. Prior to joining BB&T, he worked as a Managing Member of Bellator Capital Partners, a long/short equity fund focused primarily on small and mid-cap equities. He also worked as an Equity Research Associate covering enterprise software companies at First Union Securities. Josh is a graduate of Emory University where he received his BBA in Finance. He received his MBA from Vanderbilt University. He is a CAIA charterholder. | ||
| Benton D. Cook | Portfolio Manager | 2019 | Now |
| Biography | Benton Cook, CFA, Portfolio Manager, joined BP Capital Fund Advisors in June 2017, where he serves as a member of the Investment Committee. Prior to joining the team, Mr. Cook was a Portfolio Manager with Mariner Investment Group (2016 – 2017), and before that he was a Portfolio Manager with A.G. Hill Partners (2009 – 2015) and Opsis Capital Management (2005 -2009). Mr. Cook previously held positions as a Senior Analyst with Carlson Capital and as an Equity Research Analyst with Raymond James. Mr. Cook has an MBA in Finance from the University of Texas at Austin and a BA in Economics from Johns Hopkins University. He is also a CFA charter holder and member of the Chartered Financial Analyst Institute. | ||
| Kevin Gallagher | Advisory Consultant | 2021 | 2022 |
| Biography | Kevin Gallagher, CFA, Midstream Specialist, is an independent consultant, specializing in Midstream energy business and investment advisory services. Previously, Kevin was Portfolio Manager for Cushing Asset Management and the MainStay Cushing Funds. He was the portfolio manager for The Cushing MLP Premier Fund from December 2012 through December 2019. Kevin joined Cushing in 2006, where his roles included research and portfolio management for the firm’s MLP-related funds. Prior to that, he was a Senior Equity Research Associate at RBC Capital Markets with sector coverage responsibilities spanning oilfield services, exploration and production (E&P), alternative energy, and master limited partnerships (MLP). He has worked in the financial services and energy industries since 2000. Kevin earned a B.S. in Economics with Financial Applications and an M.B.A. from Southern Methodist University. He is also a CFA charterholder and member of the Chartered Financial Analyst Institute. | ||
| Toby Loftin | Portfolio Manager | 2013 | 2021 |
| Biography | Toby Loftin, Managing Principal, founded BP Capital Fund Advisors, LLC in 2013. Mr. Loftin joined BP Capital LP in 2010 and served as a member of the Investment Committee of the private hedge funds and Pickens Family Office. Mr. Loftin co-manages the Hennessy BP Midstream Fund and the Hennessy BP Energy Fund (formerly the BP Capital TwinLine Funds), and prior to that he managed the Pickens’ energy infrastructure investments. Before joining the BP Capital, Mr. Loftin was a partner of SteelPath Fund Advisors and SteelPath Capital Management (formerly Alerian). He also served as Director of Institutional Equity Research Sales with Royal Bank of Canada Capital Markets where he focused on the energy sector and energy infrastructure. He also served as an officer in the U.S. Air Force. He earned a Bachelor of Science degree from the U.S. Air Force Academy and a Master of Science-Finance from University of Texas at San Antonio. | ||
| Tim Dumois | Portfolio Manager | 2017 | 2019 |
| Biography | Tim Dumois, Portfolio Manager, joined BP Capital Fund Advisors in 2014 where he serves as a member of the Investment Committee. Prior to his portfolio manager role, Mr. Dumois served as Senior Analyst at BP Capital Fund Advisors from 2014 to 2017 where he focused on industry and investment analysis for the Funds’ portfolio companies. Prior to joining the Advisor, Mr. Dumois was a member of Prudential Capital’s Energy Finance Group from 2009 to 2013 where he served as a Senior Analyst focused on private equity and debt investments across the energy value chain. At Prudential, he was responsible for providing comprehensive research, analysis, and recommendations to the investment committee, as well as ongoing management of investments in the portfolio. Mr. Dumois graduated Summa Cum Laude from Texas A&M University with a BBA in Finance. | ||
| William Woodson “Trip” Rodgers | Senior Vice President | 2017 | 2019 |
| Biography | Mr. Rodgers joined Westwood in 2019 as a Senior Vice President, Senior Research Analyst, specializing in industrials and materials. Prior to joining Westwood, Mr. Rodgers was a Portfolio Manager at BP Capital Fund Advisors. Prior to that, Mr. Rodgers was at Carlson Capital for ten years, as an industrials/materials Portfolio Manager within the Relative Value team. Prior to Carlson, Mr. Rodgers spent nine years in sell-side equity research, with five of those years at UBS as an Institutional Investor ranked analyst. At UBS, he followed industrial, building materials, and housing-related equities. Mr. Rodgers holds the CFA charter and graduated from Cornell University in 1995 with a Bachelor of Science degree in Economics. | ||
| David Meaney | Portfolio Manager | 2013 | 2017 |
| Biography | David Meaney, Portfolio Manager, joined BP Capital LP in 2005 where he serves as a member of the Investment Committee and co-manages a family of private hedge funds. For the BP Capital Fund Advisors family of mutual funds, Mr. Meaney serves as a member of the Investment Committee and co-manages the BP Capital TwinLine™ Energy Fund. Mr. Meaney has over 15 years of financial industry expertise and previously worked at Southwest Securities and Fulcrum Global Partners. He earned a B.S. degree in Finance from Louisiana Tech University. | ||
| Brian Bradshaw | Portfolio Manager | 2013 | 2017 |
| Biography | Brian Bradshaw, Portfolio Manager, joined BP Capital LP in 2003, where he serves as a member of the Investment Committee and co-manages a family of private hedge funds. For the BP Capital Fund Advisors family of mutual funds, Mr. Bradshaw serves as a member of the Investment Committee and co-manages the BP Capital TwinLine™ Energy Fund. Prior to BP Capital LP, Mr. Bradshaw worked for KPMG in Dallas. Mr. Bradshaw graduated from Texas A&M University with a B.B.A in Accounting and a Masters of Finance. | ||
| Brad Olsen | Principal | 2016 | 2017 |
| Biography | Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation). From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine. Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston. Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston. | ||
| Mark J. Laskin | Portfolio Manager | 2013 | 2017 |
| Biography | Mark was most recently the lead energy portfolio manager and Chief Investment Officer at BP Capital Fund Advisors (BPCFA), an energy-focused long-only investment management firm. Under Mark’s leadership, BPCFA grew from $50mm to nearly $400mm in assets under management in less than 3 years. BPCFA's energy strategy was the #1 performing energy open-end mutual fund, as ranked by Morningstar, from 12/31/13 to 12/31/16, and its MLP strategy was in the top decile in its Morningstar category over that same time period. Mark has 13 years of additional portfolio manager experience at Van Kampen, Morgan Stanley and Invesco. As part of a diversified large cap value strategy, Mark managed more than $10 billion and has managed energy portfolios for more than 12 years. While at Morgan Stanley Investment Management, Mark served as the internal head of equity investment research. Mark earned an MBA/MA in Finance from the Wharton School of Business at the University of Pennsylvania and a BA in History from Swarthmore College where he also played men’s soccer. | ||
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