Our Q1 2023 Letter & Look Ahead

April 21, 2023

Q1 2023. Tumultuous to say the least. Fortunately, our positions held their own despite oil prices dislocating at the quarter-end. We anticipate oil prices will firm-up as we head into the second half of the year.

We’ve just released our quarterly letter, which is available to accredited investors. Just drop us a note using the link below (our contact page for our website) confirming that, and we can send you a link to the .pdf.

Thanks for reading!