
Managed by PEP Chief Investment Officer, Dan Pickering, the PEP Public Investment Strategies are designed for sophisticated investors seeking tactical concentrated equity exposure to traditional energy and the Energy Transition.
PEP Library
No items found.

Concentrated Energy Equities
Long-only equity strategy built to capitalize on energy recovery by investing in a concentrated mix of energy equities.

Long-Short Energy Transition
Long/short equity strategy seeking to identify misvalued businesses across the rapidly evolving EnergyTransition. The strategy has no traditional energy exposure and focuses on sectors directly impacted by the decarbonization push – Technology, Non-Traditional Energy and Mobility.
No items found.
Recent Transactions
No items found.
Gallery
No items found.
Videos
No items found.
PEP Library
Explore Our Latest Insights
Visit page
This is some text inside of a div block.
Media
June 11, 2025
June 12, 2025
auto
Dan Pickering, Founder & CIO from Pickering Energy Partners, joins CNBC’s Dan Murphy to talk oil prices, and he says OPEC will win the market share war.
Visit page
This is some text inside of a div block.
Commentaries
June 5, 2025
June 6, 2025
auto
Rebound Month. The market turned up hard and energy followed
Visit page
This is some text inside of a div block.
Thought Leadership
May 27, 2025
May 28, 2025
auto
What if our path to energy decarbonization and global energy dominance didn’t rely on more rules, more penalties, and more government overreach, but instead on competition, transparency, and financial reward?
Visit page
This is some text inside of a div block.
News
May 25, 2025
May 28, 2025
auto
The feud has chilled the relationship between their CEOs. It comes to a head when arbitration starts Monday.
Visit page
This is some text inside of a div block.
News
May 16, 2025
May 27, 2025
auto
OPEC is pumping, and shale producers are pulling up rigs. Our experts see plenty of opportunities in the sector’s upheaval.
Visit page
This is some text inside of a div block.
Media
May 12, 2025
May 19, 2025
auto
Dan Pickering joins stateside with CNBC Asia
Visit page
This is some text inside of a div block.
News
May 8, 2025
May 10, 2025
auto
BP’s falling share price has sparked takeover interest from global rivals eyeing its undervalued assets, risking the end of its 116-year independence.
Visit page
This is some text inside of a div block.
News
May 7, 2025
May 10, 2025
auto
The talented individuals who make up Hart Energy’s 2025 Forty Under 40 honorees represent a diverse set of disciplines.
Visit page
This is some text inside of a div block.
Thought Leadership
May 7, 2025
May 8, 2025
auto
Why BEV market share—not sales volume—matters most for EU CO₂ targets amid stricter rules, stalled growth, and industry-wide compliance challenges.
Visit page
This is some text inside of a div block.
Commentaries
May 5, 2025
June 6, 2025
auto
A rough month. Energy was the worst subsector in an incredibly choppy market.
Visit page
This is some text inside of a div block.
News
April 24, 2025
April 29, 2025
auto
Matador Resources is cutting 2025 drilling plans and capital spending by $100 million amid lower oil prices, while keeping flexibility to adjust production and rig count based on market conditions.
Visit page
This is some text inside of a div block.
News
April 22, 2025
April 24, 2025
auto
Despite plunging oil prices and investor jitters, seasoned energy investors remain cautiously optimistic, seeing long-term value as Trump pushes for energy dominance and OPEC raises supply.
Visit page
This is some text inside of a div block.
Thought Leadership
April 21, 2025
April 22, 2025
auto
U.S. tech giants are driving a global shift in climate compliance, pressuring energy and manufacturing sectors to meet stricter European sustainability standards.
Visit page
This is some text inside of a div block.
Media
April 16, 2025
April 24, 2025
auto
Join hosts Josh Lowrey and Dan Pickering on the Energy In Transition Podcast, the premier voice for all things related to the energy transition..
Visit page
This is some text inside of a div block.
News
April 16, 2025
April 18, 2025
auto
Despite Energy Secretary Chris Wright’s assurances of a Trump-era “green light” for U.S. oil production, the sharp decline in Liberty Energy and oilfield service stocks signals deeper trouble for the shale industry amid weak crude prices, trade tensions, and dwindling demand.
Upcoming Events
Sept. 29 - Oct. 1 | Austin, TX
Visit page
Ready to get started?
Contact our specialized teams at PEP for more information.
Request a Demo
To get started, fill out the form to learn more or request a demo.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.