Geopolitical tensions have once again brought the energy sector into focus. In the latest edition of our Analyst Spotlight series, Portfolio Specialist Fatna Chelihi sat down with Investment Analyst Andy Peters to discuss why the investment opportunity may lie beyond near-term oil price movements.
Andy covers oilfield services, midstream and refining companies and is responsible for an investment sleeve in our U.S. Structured Research Equity strategy. Andy has 14 years of investment experience, including 12 with T. Rowe Price. In his early years at the firm, he had the benefit of working with a Portfolio Manager who was covering oilfield services back in the late 80s. During the discussion, he explained why he believes the energy sector is entering the early stages of a new multi-year commodity cycle, outlined the distinct investment frameworks he applies across each subsector, and highlighted where T. Rowe Price’s fundamental research is uncovering differentiated investment opportunities.
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