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Eolas Capital provides solicitation services to asset management firms ("Partner Managers") as part of their investment advisory services. Eolas Capital is compensated for the endorsement of the Partner Manager in accordance with the Form ADV Part 2A disclosures and the fee table as both document are disclosed on this website. Eolas Capital does not represent a recommendation of any particular security, investment strategy, investment product of a Partner Manager and is acting only as a solicitor. Any material conflicts of interest on the part of Eolas Capital in giving the endorsement resulting from the Partner Manager’s relationship with Eolas Capital and/or a description of any compensation arrangement, provided, is included in the disclosure documents. Information with respect to Partner Manager’s investment management services have been provided and approved for distribution by the Partner Manager. Eolas Capital does not warrant or guarantee the information’s completeness or accuracy.

This website describes the provision of working capital and a range of operational support services for which Eolas Capital receives a revenue share as compensation from a Partner Manager including from investment manager partners of its parent company and affiliate, Channel Capital. In this arrangement, such services are not considered to be investment advice and Eolas Capital is not acting as an investment adviser. These services are not intended to be, nor should it be construed or used as an offer to sell, or a solicitation of any offer to buy interests or shares in any investment product or private funds offered by the Partner Managers.

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Insights

Posted on 
May 2, 2023

Harmony Capital Advisors: 3D Impact Fund Quarterly Review 1Q2023

March 31, 2023: Topics of discussion include; Bitcoin Benefits as Risk-free Falters, Addressing Crypto Detractors, EVs & Batteries- How Will We Make Them All?, Bloomberg RRG - Defensive Rotation is On, KPI Case Study: UNFI - Waste Diversion, Energy Intensity.

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Posted on 
April 25, 2023

NBW Capital: Master Limited Partnerships Investment Review and Outlook 1Q2023

March 31, 2023: Master Limited Partnerships (“MLPs”), as measured by the Alerian Total Return Index (“MLP Index”), had a positive return of 4.09% during the first quarter of 2023. The trailing twelve month period ended March 31, 2023 is 14.70%. NBW Capital’s MLP total returns underperformed the MLP Index during the first quarter and last twelve months due in part to the underperformance of C-Corp midstream holdings which underperformed their MLP midstream peers. We view this as a transitory event and anticipate a return to index beating results, in line with our historical record.

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Posted on 
March 15, 2023

Harmony Capital Advisors: 3D Impact Fund Quarterly Review 4Q2022

December 31, 2022: Topics of discussion include; Consumer Staples rarely outperform, and they are now, but that rarely lasts; Bear/Bull inflection historical anecdotes; Market Leadership by Sector, and a KPI Case Study on Trex - Plastic, Wood Waste Diverted.

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Posted on 
March 15, 2023

NBW Capital: Master Limited Partnerships Investment Review and Outlook 4Q2022

December 31, 2022: Master Limited Partnerships (“MLPs”), as measured by the Alerian Total Return Index (“MLP Index”), had a positive return of 10.11% during the fourth quarter of 2022. The full year total return for the index in 2022 was 30.92%. NBW Capital’s MLP total returns slightly outperformed the index during the fourth quarter and slightly trailed index performance for the full 2022 year. MLPs continued to exhibit excellent performance in 2022 with total returns in excess of 30%. The year closed strong as fourth quarter total returns were slightly over 10%. Despite concerns about inflation, interest rates and the elevated risk of a recession, MLP performance flourished during the quarter and year. Can it be sustained in 2023? We believe it can and see three visible sources of 2023 investment returns, including distribution yields of over 7%, annual growth of distributions of over 3%, and the potential for valuation expansion from still inexpensive levels.

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Posted on 
May 16, 2022

SECOR: Stagflation - Four Decades Ago Versus Today, Similarities & Differences

The hallmarks of the stagflation that beset the global economy in the mid-1970s and early 1980s are much in evidence today. Commodity prices are up more than 60% from a year ago. Inflation in major developed-market economies is increasing at the most rapid rate in four decades, and the OECD has reduced its forecast for global GDP growth for this year by 1.1%-points. Despite the parallels between the stagflation of some forty-years ago and the latest economic reports, the similarities are less clear cut when we consider the levels at which inflation and interest rates are likely to peak and the severity of the accompanying economic weakness.

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