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.)

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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.

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