Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Macroeconomics

<ul>
<li>Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do not provide a compelling rationale for investing in real asset businesses</li>
<li>Instead, as a result of decomposing the returns of individual real assets businesses, we have found that these stocks often exhibit a broader range of return drivers</li>
<li>One such driver is political risk.</li>
</ul>


Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do not provide a compelling rationale for investing in real asset businesses
Instead, as a result of decomposing the returns of individual real assets businesses, we have found that these stocks often exhibit a broader range of return drivers
One such driver is political risk.


Political Risk and Investing: Seeking Opportunity Amidst Disruption

Colombia

Ecopetrol SA is an integrated oil company. The Company owns interests in  oil producing fields in the central area, south, west and north of Colombia as well as refineries, ports for fuel exports and imports on both coasts and the transportation network of pipelines and polyducts throughout the Colombian territory.

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Ecopetrol (ECOPETL CB)

Political Risk and Investing: Seeking Opportunity Amidst Disruption

Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do...

Massif Capital Research

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52-week Range

Market Cap (USDm)

P/E

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