Strategies
Small Cap Growth
CastleArk’s U.S. Small Cap Growth invests in a diverse set of companies experiencing a positive inflection in fundamentals driven by an identifiable change
SMID Cap Growth
CastleArk’s U.S. SMID Growth invests in a diverse set of companies experiencing a positive inflection in fundamentals driven by an identifiable change
Large Cap Growth
CastleArk’s U.S. Large-Cap Growth strategy invests in a smaller group of companies with dominant franchises in the Large Cap universe with an emphasis on franchise power and cash flow.
International Small Cap Growth
CastleArk’s International Small Cap strategy builds a portfolio of small cap companies with accelerating growth and revenue characteristics seeking to capture inefficiencies in non-US markets. The portfolio is constructed from a pure bottom up standpoint by focusing on those companies with the most attractive growth opportunities regardless of region, country or sector.
MLP
Master Limited Partnerships (MLP) primarily engage in owning and operating energy infrastructure throughout the United States. CastleArk’s MLP portfolio employs a growth-oriented, total-return strategy that focuses on maximizing distribution growth over yield. This high-conviction portfolio seeks to diversify across all midstream subsectors.
Global Energy
The Global Energy Strategy focuses on upstream, oilfield service and infrastructure companies who are positioned to accelerate production and reserve growth. These holdings are better able to generate outperformance through capital adjusted cash flow and earnings growth, as well as manage global reinvestment risk through a range of commodity and currency price cycles.