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

Buffett Finds Value in Shale

Simon Lack, Portfolio Manager -
Warren Buffett likes the Permian Basin. This was clear from Berkshire’s (BRK) proposed $10BN preferred investment in Occidental (OXY) should they buy Anadarko (APC)....
Commodity & Infrastructure Insights

Pipeline Earnings Good; Investors Skeptical

Simon Lack, Portfolio Manager -
We’re in the middle of earnings season, and last week several companies provided 1Q reports. The energy sector continues to struggle to excite investors....
Commodity & Infrastructure Insights

A Reactive Federal Reserve

Simon Lack, Portfolio Manager -
The other morning a CNBC guest was able to share an insight not normally found on TV. The need for ten-second ideas greatly limits...
Commodity & Infrastructure Insights

The Coming Pipeline Cash Gusher

Simon Lack, Portfolio Manager -
Pipeline company earnings are being scrutinized for capital investment plans.  The energy sector’s pursuit of growth has been well covered. Investors would prefer less...
Commodity & Infrastructure Insights

Investors Look Warily at the Persian Gulf

Simon Lack, Portfolio Manager -
The Shale Revolution has certainly provided America with more geopolitical freedom. The 1973 Arab oil embargo punished the U.S. for supporting Israel, as it...
Commodity & Infrastructure Insights

AMLP’s Shrinking Investor Base

Simon Lack, Portfolio Manager -
The Alerian MLP ETF (AMLP) remains the largest ETF in the sector, in spite of its ruinous tax drag (see MLP Funds Made for...
Commodity & Infrastructure Insights

Chevron Writes Shale’s Next Chapter

Simon Lack, Portfolio Manager -
In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...
Commodity & Infrastructure Insights

Shale Cycles Faster, Boosting Returns

Simon Lack, Portfolio Manager -
Chevron (CVX) CEO Mike Wirth must have used the term “short-cycle” at least half a dozen times on Friday’s conference call discussing their $33BN...
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