Investing is a dynamic, not a static process.

The future winners in the energy sector will be the best allocators of capital and free cash flow and they will invest and embrace the energy transition and ESG.

Yves C. Siegel, CFA
Principal 

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At SAM Partners, we employ a long-term value driven approach to investing in the energy sector as it transitions toward a decarbonized future.

Established in 2020, we are a registered value-based investment advisory firm for high net worth individuals and institutional investors. With a bottom up/top down-research and ESG-driven philosophy, the firm invests in a concentrated portfolio of high-quality midstream energy companies/Master Limited Partnerships (MLPs), utilities, renewable energy companies, and special situations.

SAM Partners is also a sub-advisor to ELCO Management Company, LLC, a multi-strategy investment firm. 

what distinguishes us

 Integrity and Ethics

Conduct ourselves in an ethical manner and with the highest level of integrity

Research Driven Philosophy

Investments based on a
rigorous 
bottom up/top down-fundamental review of companies and their ESG rating

Provide superior customer service that entails transparency, responsiveness and open communication

Commitment to Superior Client Service

We recognize and value the power of long-term relationships 

 Long-Term Relationships

Unparalleled Experience and Expertise

30+ years buyside and analyst experience with deep industry knowledge & relationships 

30+ years buyside and analyst experience with deep industry knowledge & relationships 

Concentrated Portfolio Construction

A concentrated portfolio of 20-30 high-conviction securities.  

Investment Thesis

Pursuing a Three-Pronged Approach in the Energy Transition to a Net Zero Carbon Future
Investments in clean energy, midstream companies (both c-corps and MLPs) and utilities

Clean Energy and Decarbonization

Clean energy and decarbonization are megatrends with a long runway. Renewable energy sources (predominantly wind and solar) are growing rapidly and capturing market share from fossil fuels. YieldCos are an attractive vehicle to participate in the renewable energy trend and provide compelling total return potential – yield plus growth. Hydrogen may be the next big disruptor in the coming decade.

Midstream energy companies

Midstream energy companies are well-positioned to provide the requisite infrastructure in a net zero carbon world. The sector has the potential to re-rate higher as investors recognize that the sector is part of the energy transition to a decarbonized future.

Utilities

Utilities are beneficiaries of the electrification of the economy, new investments in grid modernization to improve reliability, transition to renewables and the privatization of water infrastructure. Utilities provide portfolio diversification and mitigate risk as defensive stocks.

Special Situations 

Up to 20% of the portfolio may be invested in other securities opportunistically that meet our ESG, cash flow and risk criteria.

Investment Strategy

Portfolio construction is based on the following:

1

Rigorous bottom up fundamental review of each company.

2

Portfolio companies that have sustainable businesses with strong balance sheets, high barriers to entry, stable cash flows, management track record of success and favorable ESG ratings.

3

Downside risk is mitigated by insightful industry experience, proprietary research, active monitoring of portfolio, and direct engagement with senior company management and sell-side analysts.

4

Disciplined sell policy is based on an active monitoring of company fundamentals, tax considerations and stock valuation.

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