Oil Oversupply Moves E&P Investors to the Sidelines
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High-Quality Assets Key to E&P Outperformance
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Developing Portfolio Themes Through Top-Down Analysis
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Following Global Macro Trends to Discover Attractive Investments
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Large Capex Coming to the Williston and Permian Basins
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U.S. Oil Supply Outstrips Sluggish Global Demand Growth
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Fundamentally Driven Approach to Investing in Smaller Large-Cap Companies
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Pockets of Growth in New England Banks - Mike Shafir & Matthew Kelley - Sterne Agee & Leach, Inc.
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