“Empowering management teams to allow them to make the right business decisions is key to the success of our investments”
JACK YANG | CHIEF EXECUTIVE OFFICER
Investing for the Long-Term
We are long-term financial investors motivated by attractive risk-adjusted returns. Given our fund structure, we have the benefit of investment hold periods which are significantly longer than other private equity firms. As our investments are inherently exposed to commodity prices, we understand the nature of cycles which require patience, monitoring and optimization over an extended period of time.
Top Tier Asset Quality
We have a deep network of engineers, consultants and in-house expertise to evaluate what we believe are the best reservoirs, basins, orebodies and mines around the world – many of which are located in North America.
Management Team Focused
We are not operators, so strong in-place management teams are essential to our selection of investments – Since inception, we have preserved every management team that we have attempted to retain. We believe that this reflects our fixation on identifying effective managers who can create value with minimal guidance.
There are many places and ways to invest in the world, but we believe that investing responsibly protects our capital from unpredictable risks such as geopolitical issues, unstable governments, development permitting, regulatory approvals, etc. Also, concentrating on Canada and the U.S. ensures that our portfolio companies adhere to strong regulatory regimes and ethical, social, governance and environmental best-practices.
CIOC is a privately held Canadian company headquartered in Calgary, Alberta, Canada. The Company has a large, liquids rich land base in the heart of two of the most prolific resource plays in North America and is focusing development activity in the Montney and Duvernay formations. The Company holds >200,000 net acres.
Mountaineer Keystone is a Marcellus-basin focused company headquartered in Pittsburgh, Pennsylvania that is engaged in the acquisition, exploration, development and production of natural gas. The Company currently has approximately 181,000 net acres in the Marcellus Shale in West Virginia and approximately 25,000 net acres in the Utica Shale in Ohio.
MK Midstream Holdings, LLC is a natural gas midstream company that transports natural gas in a safe, reliable, compliant and cost effective manner. The Company’s gathering and transportation pipelines are within the Marcellus Shale regions of West Virginia.