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

California’s Altruistic Carbon Policy

Simon Lack, Portfolio Manager -
Wildfire season began abruptly in California last week. Bankrupt utility PG&E’s planned widespread power outages are a response to last year’s fires, which were...
Commodity & Infrastructure Insights

Drilling Down on Shale Depletion Rates

Simon Lack, Portfolio Manager -
The Shale Revolution has substantially increased America’s output of oil, natural gas and natural gas liquids. We often use the chart below to highlight...
Commodity & Infrastructure Insights

Unicorns Not Working

Simon Lack, Portfolio Manager -
The rapid transition of WeWork from IPO in early September to almost bankrupt says something about the superficial due diligence of bankers prior to...
Commodity & Infrastructure Insights

Pipeline Stocks Are Quietly Recovering

Simon Lack, Portfolio Manager -
“Horrific. Terrible. Abysmal. The worst. Those are terms equity analysts are using to describe investors’ attitude toward energy stocks.” This is from a recent Wall...
Commodity & Infrastructure Insights

Criticizing MLPs Helps Them

Simon Lack, Portfolio Manager -
Wednesday’s blog, Energy Transfer’s Weak Governance Costs Them drew a record number of pageviews within a few hours of being posted. It’s not just...
Commodity & Infrastructure Insights

Pipeline Earnings in a Market Focused Elsewhere

Simon Lack, Portfolio Manager -
Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...
Commodity & Infrastructure Insights

Pipeline Earnings in a Market Focused Elsewhere

Simon Lack, Portfolio Manager -
Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...
Commodity & Infrastructure Insights

Energy Transfer’s Weak Governance Costs Them

Simon Lack, Portfolio Manager -
Three years ago, Energy Transfer Equity (then ETE, now ET following its 2018 simplification) cleverly extricated itself from a ruinous attempted acquisition of Williams...
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Economic Insights

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

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Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
Economic Insights

Chart of the Week: is the Stock Market Getting Ahead of Itself?

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Economic Insights

What’s the Real Value of Active Management?

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In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Economic Insights

Election Trepidation: October 2024 HANDLS Monthly Report

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October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
Corporate Insights

The Election Results Are In. The Market Likes the Results.

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As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
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