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

Stocks Look Past The Recession and Growing Debt

Simon Lack, Portfolio Manager -
At Berkshire’s virtual annual meeting recently, Warren Buffett mused that their cash hoard of $135BN didn’t seem that much. Stanley Druckenmiller said, “The risk-reward...
Market Trends & Outlook

How Risky is Dining Out?

Simon Lack, Portfolio Manager -
For a graphic picture of how the restaurant business has shut down, it’s hard to beat the OpenTable chart below. For several weeks, U.S....
Commodity & Infrastructure Insights

The U.S. Borrowing Pandemic

Simon Lack, Portfolio Manager -
Ever since the 2008 financial crisis ushered in permanently low interest rates, perhaps the biggest question in finance has been why long term rates remain so low .
Commodity & Infrastructure Insights

The U.S. Borrowing Pandemic

Simon Lack, Portfolio Manager -
Ever since the 2008 financial crisis ushered in permanently low interest rates, perhaps the biggest question in finance has been why long term rates remain so low .
Commodity & Infrastructure Insights

Pipeline Payouts Holding Up

Simon Lack, Portfolio Manager -
Most companies get a free pass today on cutting their dividend. So far this month nine S&P500 companies have suspended their dividend, with another half dozen making reductions. Goldman Sachs expects S&P500 dividends to be reduced by 25%.
Commodity & Infrastructure Insights

Can An ETF Go Negative?

Simon Lack, Portfolio Manager -
Monday was the day crude oil futures traded as low as negative $41 per barrel. As with the 1987 stock market crash, Monday’s participants...
Commodity & Infrastructure Insights

Can An ETF Go Negative?

Simon Lack, Portfolio Manager -
Monday was the day crude oil futures traded as low as negative $41 per barrel. As with the 1987 stock market crash, Monday’s participants...
Commodity & Infrastructure Insights

Pipeline Companies Trim New Projects

Simon Lack, Portfolio Manager -
Coming into 2020 the pipeline sector was in good shape. Spending on growth projects peaked in 2018, and lower growth capex combined with rising cashflow from existing assets were set to drive Free Cash Flow (FCF) higher.
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