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

Enlink’s Growth Plans Need Better Justification

Simon Lack, Portfolio Manager -
Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...
Commodity & Infrastructure Insights

Enlink’s Growth Plans Need Better Justification

Simon Lack, Portfolio Manager -
Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...
Commodity & Infrastructure Insights

MLPs Weak in November, As Usual

Simon Lack, Portfolio Manager -
The Alerian MLP Index now has almost a 24 year history. Investors whose experience pre-dates the 2014 high will fondly recall many strong years....
Economic Insights

Why Inflation Isn’t What You Think

Simon Lack, Portfolio Manager -
The Federal Reserve has long wrestled with stubbornly low inflation. A decade ago few would have expected this to be a problem, but Personal...
Commodity & Infrastructure Insights

Tallgrass Endgame Approaches

Simon Lack, Portfolio Manager -
Most sell-side analysts are constrained in providing critical analysis of the companies they cover, because their firms are usually trying to do investment banking...
Commodity & Infrastructure Insights

Canadian Pipelines Lead The Way

Simon Lack, Portfolio Manager -
Sentiment among energy investors remains poor. The S&P E&P ETF (XOP) is -21% for the year. Energy has sunk to 4% of the S&P500....
Commodity & Infrastructure Insights

Leverage Wipes Out Investor’s Bet on Enlink

Simon Lack, Portfolio Manager -
Managers of client capital invested in midstream energy infrastructure have had to explain recent weak performance to investors frustrated at missing out on the...
Commodity & Infrastructure Insights

Should Closed End Funds Use Leverage?

Simon Lack, Portfolio Manager -
Closed end funds (CEFs) are an obscure sector of the market with a small but fiercely passionate following. Because they have a fixed share...
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