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Portfolio Manager’s Monthly Update – December 2018

December 12, 2018 Dear Partners, Oil prices have continued to decline, creating a disproportionate impact on most oil related shares. As I mentioned last month, the […]

November 2018 Oil & Gas Sector Surprise and Prospects

By Dana McGinnis, Chief Investment Officer. Published 11/30/18 by Hedge Connection and reprinted with permission. How should investors consider recent developments in the general energy (oil […]

Texas Is About to Create OPEC’s Worst Nightmare

“OPEC’s bad dream only deepens next year, when Permian producers expect to iron out distribution snags that will add three pipelines and as much as 2 […]

Portfolio Manager’s Monthly Update – November 2018

November 8, 2018 Dear Partners, Oil prices reversed trend after many weeks of climbing. During October, both Saudi Arabia and Russia increased production to levels that […]

Portfolio Manager’s Monthly Update – October 2018

October 9, 2018 Dear Partners, Oil prices have been pushing higher over the past few weeks because of a tightening of supply and looming sanctions on […]

Portfolio Manager’s Monthly Update – September 2018

September 5, 2018 Dear Partners, The U. S. oil and gas markets had a constructive month in August. Oil prices were firm, backed by a steady […]

Portfolio Manager’s Monthly Update – August 2018

August 16, 2018 Dear Partners, This map shows the number of pipelines that are proposed to be built in the Permian Basin, to handle the expected […]

Portfolio Manager’s Monthly Update – July 2018

July 9, 2018 Dear Partners, The oil markets and our holdings were stronger than expected in June after the big run up in May. Geopolitics and […]

Portfolio Manager’s Monthly Update – June 2018

June 11, 2018 Dear Partners, It is one thing to write about why we select certain holdings for our fund. It is another thing altogether to […]

Portfolio Manager’s Monthly Update – May 2018

May 11, 2018 Dear Partners, The oil markets and the energy business came to life over the last few weeks spurred by steadily falling inventories, continued […]

Portfolio Manager’s Monthly Update – April 2018

April 8, 2018 Dear Partners, Processing of K-1s has taken longer than expected but we hope to get K-1s out to you ASAP. For the time […]

Portfolio Manager’s Monthly Update – March 2018

March 14, 2018 Dear Investors, The Fund value retreated (-.58%) last month after a fine performance in January. The Alerian MLP Index we have long used […]

Portfolio Manager’s Monthly Update – February 2018

February 14, 2018 Dear Investors, We suggested last month that we believed that 2018 would be a strong year for equity markets including those in the […]

Portfolio Manager’s Monthly Update – January 2018

January 19, 2018 Dear Investors, We want to reemphasize what we said in last month’s letter: we think 2018 will be a good year for energy […]

An Introduction to Texas Pacific Land Trust (TPL) – Part III

The Water Business This is the final report of our 3-part series entitled, “An Introduction to Texas Pacific Land Trust” (dated April 16 and June 9, […]

An Introduction to Texas Pacific Land Trust (TPL) – Part II

This report should be read together with our communication of April 16, 2017 entitled, “An Introduction to Texas Pacific Land Trust.” For a copy of this […]

An Introduction to Texas Pacific Land Trust (TPL)

We have chosen to review Texas Pacific Land Trust (TPL) because its shares offer a unique way to gain exposure to the Permian Basin, the “sweet […]