Sachin Oza – Think Piece

Featuring Sachin Oza

Sachin Oza, energy fund manager at Guinness Asset Management, is a veteran of the oil and gas industry. With over a decade of experience analyzing markets, he believes that the sharp drop in oil prices has created distorted valuations and significant opportunities. This is a great insight into how to take advantage of hidden opportunities in the “doom and gloom” around energy markets.

Published on
27 June, 2016
Topic
Energy Commodities, Investment Framework, Fund Structure
Duration
26 minutes
Asset class
Equities, Commodities
Rating
123

Comments

  • DS

    David S.

    14 8 2016 13:23

    1       0

    doesn't deserve so many thumbs down

  • JF

    Joey F.

    20 7 2016 15:20

    1       0

    Seriously, this is a great presentation. He has it all: experienced, articulate, English accent. Triple Threat.

  • WM

    Will M.

    4 7 2016 14:01

    2       0

    Don't understand why this video got so many down votes? He made an excellent case and clearly identified an actionable opportunity. Ok, so its for Accredited investors only, but is the expectation by RV viewers that only mass trading opportunities appear here?
    Three things, firstly I work in O&G so can follow his points and thought he made a good case. Secondly I heard the point about the fund having a low correlation to oil price but not sure how that is played, ....hedging? I can see oil taking another tumble to the low $20s as a result of global recession combined with a strong dollar over the next couple of years so would be worried about a better opportunity for O&G investment arising at the true bottom. Finally, Sachin is a slow if clear and deliberate speaker and so that speed of 1.25 top left of the screen worked great for me here. Thanks.

  • RB

    Rm B.

    2 7 2016 18:19

    5       1

    Dont ever let someone who's never worked at an oil company invest your $$ in oil and gas.

  • EB

    Eata B.

    2 7 2016 15:51

    2       3

    Boring......

  • HM

    H M.

    30 6 2016 01:00

    1       1

    Not relative to my subscription.

  • DO

    David O.

    29 6 2016 22:54

    3       1

    Great to see you are thinking originally and applying yourself admirably Sachin! It has been about 30 years - you took my place at Rendalls! I do not know your investor criteria but my firm runs a bit of loot in London so might be worth a pitch.

  • JP

    Jason P.

    29 6 2016 12:45

    4       2

    The point, as far as I see it, is this is the first advertisement I can recall seeing on RV. I have no problem with speakers making clear that they run a fund and would like new investors, but this was a bit much, IMO. Video could have been about half the length without the ad.

  • DS

    David S.

    29 6 2016 05:34

    7       5

    I understand that everyone's time is precious, but we are not required to watch every video. Interviews like Bernd Ondruch are worth the annual subscription. A thumbs up or down should not be based on whether you like the video or comment or agree or disagree with the point of view. It should be based on how well the individual presented his case.

  • FS

    Fred S.

    29 6 2016 01:49

    7       2

    Spot on Steve P. I got out of this interview how someone with knowledge in a particular field made that knowledge actionable. Those who are ONLY looking for actionable trades for themselves on RV should limit their presentations to a few of the many bright RVTV contributors, as the content here highlights how really smart people in tune with their market niche really think. I find it highly valuable - best subscription money I ever spent!

  • gb

    gabriel b.

    29 6 2016 00:45

    3       2

    While he deciminates some cool knowledge, it felt like this was only really actionable if you were an accredited investor who was going to invest in his fund. I guess you could take away to buy the dips in majors but obviously that's not what he goes into much exploration about. i don't mind having people pitch their projects on realvision I just think in those instances it would be beneficial to also have them give a little more insight into their process so people who can't fire a few million into a fund can get more out of it. How can we evaluate small caps well that might attract the kind of investment he is looking to do in his fund to get exposure to his thesis?

  • SP

    Steve P.

    29 6 2016 00:01

    16       0

    Not likely intended as an actionable interview but more an education in how fund management can look to extend investment ideas. Very informative and one that could add value to future investment ideas whether in the oil/gas sector or others.
    I don't think RV has ever intended their content to be purely based on imparting specific investment ideas. Rather it is more focused on imparting knowledge; about educating viewers to think about various investment themes and methods and then to make investment decisions for themselves. Well done RV

  • PR

    Peter R.

    28 6 2016 22:17

    5       0

    Perhaps the best explanation of where real opportunities exist in the present O&G business. Ignore at your peril.

  • KH

    Katrina H.

    28 6 2016 21:55

    9       0

    A very insightful explanation of the research and logic that goes into creating a new fund. Sachin's thought process and approach is spot on. I have to respectfully disagree with those who didn't find value in this interview. Great job RV!

  • db

    don b.

    28 6 2016 20:18

    9       1

    Interesting that so many didn't like what may be my favorite interview. Classic case of the herd not seeing the opportunity in the micro cap international upstream which I agree is unprecedented. Too much work for most & too risky as well. Micro Caps imo are investing at at it's finest. Great job Sachin! Thanks Milton!!

  • SS

    Sam S.

    28 6 2016 14:56

    4       6

    Nothing here that is useful as he only justified his work. Real message, buy the big boy majors when they're down----much less risk and in my humble opinion-----the oil majors control the world. History proves this. I'm just saying.

  • AA

    Alexander A.

    28 6 2016 14:13

    3       5

    To the man with only a hammer every problem looks like a nail... To the man with an energy fund every commodity looks like gold.

  • JP

    Jeronimo P.

    28 6 2016 13:27

    22       8

    1 macro view, 1 fund management proposal, Zero actionable insight into the application of the view. I'm not trying to be harsh - I just envy the Realvision viewer who actually got something out of this apart from a macro view of small caps. If you disagree then I envy your powers of insight - however I think viewers deserve slightly more than this.

  • NR

    Nuno R.

    28 6 2016 13:09

    4       2

    Undoubtedly one of the greatest times to put money to work in the E&P sector;