Simon Lack, Portfolio Manager

Simon Lack is Founder and Managing Partner of SL Advisors, LLC. Mr. Lack is Portfolio Manager of an energy and infrastructure fund at Catalyst Capital Advisors LLC. Mr. Lack’s experience includes: Managing Director, JPMorgan Global Trading Division and CEO, JPMorgan Incubator Funds. Mr. Lack has authored The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True (January 2012) and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013).
Commodity & Infrastructure Insights

The Dow’s Odd Construction

Simon Lack, Portfolio Manager -
Last week’s ejection of Exxon Mobil (XOM) from the Dow Jones Industrial Average looks like another indication of the declining relevance of energy stocks....
Commodity & Infrastructure Insights

Stocks Are Still A Better Bet Than Bonds

Simon Lack, Portfolio Manager -
In late April, a month after the low, we noted how stocks were cheap (see The Stock Market’s Heartless Optimism). The Equity Risk Premium...
Commodity & Infrastructure Insights

Natural Gas Is November’s Winner

Simon Lack, Portfolio Manager -
Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.
Commodity & Infrastructure Insights

Natural Gas Is November’s Winner

Simon Lack, Portfolio Manager -
Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.
Commodity & Infrastructure Insights

Different Ways To Use Solar Power

Simon Lack, Portfolio Manager -
As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...
Commodity & Infrastructure Insights

Different Ways To Use Solar Power

Simon Lack, Portfolio Manager -
As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...
Uncategorized

The Biggest Pipeline Companies Are Doing Well

Simon Lack, Portfolio Manager -
Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.
Uncategorized

The Biggest Pipeline Companies Are Doing Well

Simon Lack, Portfolio Manager -
Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.
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