Insights on Oil & Gas institutional buyer trends

Equity Research Analyst Jeremy McCrea joins the podcast to discuss Canadian energy, specifically the exploration and production sector. We explore 5 trends derived from how the ‘smart money’ was deployed in Q2, including:

• What ‘Energy Focused’ funds are buying
• Which funds picked the best performing companies in 2Q and what are they buying now
• Which E&P names have existing shareholders adding to (vs. selling) the most
• Which companies are seeing the most ‘new’ funds take a starting position
• Where is cross-ownership the highest and where is the potential for rotation