We had the pleasure of speaking with Adam Rozencwajg, managing partner of Goehring & Rozencwajg Associates, about the value-oriented investment case for oil and gas equities. In the wide-ranging conversation, Adam also discussed his investment thesis for Pioneer Natural Resources (US: PXD).
The interview was conducted by MOI Global contributor Rohith Potti.
This conversation is available as an episode of Gain Industry Insights, a member podcast of MOI Global. (Learn how to access member podcasts.)
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
Adam A. Rozencwajg serves as a Managing Partner at Goehring & Rozencwajg Associates, LLC. Adam has more than 15 years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh R. Goehring, now a fellow Managing Partner of Goehring & Rozencwajg. Prior to joining Chilton, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Adam holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. He is a CFA charterholder.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.