Strategic Investment Themes

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Secular disruption in energy – natural gas has become the “clean fuel” that transitions the global energy sector increasingly away from oil and coal. Two technological breakthroughs – shale development and LNG – have transformed the conventional energy sector

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Cyclical distress – the recent cyclical trough in oil and gas prices with record debt leverage levels presents exciting value opportunities for investors seeking high quality assets

Short, medium and long term themes – our key ideas are acquiring and optimizing high cashflow yielding conventional oil and gas assets, unlocking US tax advantage opportunities, leasing in emerging shale plays and positioning for long term natural gas upside and beneficiation opportunities

Umbono’s approach – we focus on mid-market (<$150m) non-public upstream and midstream US onshore assets and seek to build and exploit competitive advantage in “overlooked” regions that are less active than mainstream basin

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Income yield – our investments present high income yield to investors with “capital gain” leverage to commodity prices and our team’s ability to add organic asset value