I’m a mid-60’s guy, married to the same girl and fortunate to be the father of two wonderful individuals who have steamed off in their own directions and begun to enlarge the clan. Long ago I thought I wanted to be a writer but instead I went to B-school and eventually I managed to accumulate a bit of capital. Like many others, I now try to make that capital work hard so I can play. And I’ve become a writer.
I manage family-related assets employing standard ways to achieve income, safety and diversification. Since 2004, my investment work (and, indeed, a lot of my life) has focussed on energy because of the great transformations now occuring in energy. The combination of rapid industrialization in emerging economies and the coming of Peak Oil is changing everything in our world, not least the values of companies that are particularly impacted by energy costs. All the accounts I manage contain energy-related stocks, but one in particular, called the EIS (Energy Investment Strategies) account, which has been aimed at achieving long term capital gains since it was formed in 1996, contains only stocks that relate to Peak Oil or other energy trends. This account is the "proof of the pudding" for the investment strategies discussed here, so its results are being made public.
