Published February 19th 2015 by Harvest (HVST.com), a site where hedge fund managers and investors can post investment ideas and share their views.
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Which investors were ahead of the “Oil Price” decline?
Yesterday, The Daily Crop revisited how Highland Capital took advantage of the move in oil prices, going long airlines before the drop in oil prices, and becoming bullish on the MLP space at new lower prices. Of course, plenty of other investment firms made calls on oil as well. Let’s look at a few:
John Kosar of Asbury Research is no stranger to large technical prices moves either. Back in August 2014, Kosar explained how Asbury caught the first leg down in oil from $112 to $103, and why they though it wasn’t over yet. Yes, $103 was not the low… Good call Mr. Kosar.
While Cathleen Rittereiser may not be an oil expert herself, Harvest was lucky enough to see the results from her recent Think Tank, where Rittereiser hosted a panel of Energy experts and asset managers who gathered to learn, apply and brainstorm the opportunities and implications of the Energy Revolution in a workshop organized by Uncorrelated, LLC. The Report from The Investment Lab: High Powered, The Energy Revolution documents the results, and recaps the experts’ remarks.
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