Energy fuels the future
Energy fuels the future
Global Energy Portfolio
Our approach is based on bringing solutions that focus on you, the investor.
The technology boom has fueled a rapidly growing energy sector and the results are unparalleled. Abundant supplies of oil and gas are being extracted from previously unreachable locations yielding a groundbreaking opportunity for investment that will carry well into the future. With an abundant supply of natural resources, this is only the beginning of what is likely to be a growing demand for energy both in the United States and throughout global markets. We fully believe there are significant opportunities for investment in energy, and with our commitment to long-term client relationships and service, we are able to provide exceptional guidance and insight for each of our investors.
ENA CAPITAL GLOBAL ENERGY PORTFOLIO is sponsored by Shulman DeMeo, a boutique asset management firm with a 30-year history of servicing high net worth clients with portfolio development and management. ENA is a separately managed account that provides investors with an opportunity to invest aggressively in the energy sector. It is a new investment portfolio that benefits from the knowledge and expertise of Shulman DeMeo’s professional asset managers without the limitations of traditional hedge and mutual funds. Our investment strategy includes a broad range of leverage, holding period, market cap and valuation techniques and is based on quantitative and fundamental research. We invest in both domestic and global markets and use innovative hedging strategies in an effort to seek consistent and outsized returns. As with all our accounts, we offer extended customer service to our clients and are always accessible to assist with inquiries.
HOW WE’RE DIFFERENT
THE ENERGY MARKET
ENA Capital Global Energy Portfolio uses
We are currently experiencing more growth in
traditional hedge fund strategies but differs
the energy market than at any time in recent
from a hedge fund in that ENA individual
history, leading to unprecedented expansion
account assets are liquid and have no
in the marketplace. The energy industry
performance fees associated with the accounts.
encompasses a wide spectrum of options,
Unlike mutual funds all ENA securities are
from petroleum, gas, and oil, to electric, coal,
owned by individual account holders and, since ENA provides specific identity, equities can be managed for maximum tax efficiency. Further, our unique structure allows for direct communication with the management team and maximum transparency for clients,
and nuclear. Further, environmental concerns have broadened the development of cuttingedge renewable energy alternatives, ranging from bio fuel and solar, to hydroelectric and wind power. Transportation and management of these energy resources have become a
ensuring confidence at every turn.
significant and crucial factor in the growing
PARTICIPATION
with new technologies and systems focusing
We work with clients who have investable
consistent increase in global demand, there is
assets of $2.5 million or higher. The initial
now an ever-growing retail market for power,
minimum investment for ENA Capital Global
fueling a robust marketplace for investors.
Energy Portfolio is $250,000 with an annual fee of 2.9%. ENA Capital Global Energy Portfolio investor communications are paramount. We provide quarterly performance reports, a quarterly “state of the program” report, and an annual summary report as well as forecasts for the following year. In addition, we encourage our clients to contact us at their convenience to discuss, evaluate, and learn more about the program.
market both domestically and internationally, on efficiency and safety. Combined with a
There are specific factors to further emphasize
World Energy Consumption, 1990–2040*
this view:
quadrillion btu
• Industry analysts are predicting that
1,000
the United States can achieve energy
history
projections
800
independence within the next decade. 600
• Oil incentives in the United States are approaching an all-time high. • Worldwide energy demand will promote
Non-OECD
400
200 OECD
competition, leading to corporations and governments devoting greater resources to the discovery and improvement of
0
1990
2000
2010
2020
2030
2040
* International Energy Outlook 2013, U.S. Energy Information Administration
energy sources. • Prices continue to rise at a steady rate for these invaluable resources, clearly positioning the energy sector as a promising investment option.
World Energy Consumption by Fuel Type, 1990–2040* quadrillion btu
history
projections
250 Liquids Coal
ENA Global Energy Portfolio invests in companies that explore and distribute a full
200
Natural Gas
150
range of energy sources. Investments in this sector will benefit from an improving global economy and superior cash flow.
Renewables 100
Nuclear
50
0
1990
2000
2010
2020
2030
* International Energy Outlook 2013, U.S. Energy Information Administration
2040
Shulman DeMeo Asset Management LLC 3000 Marcus Avenue, Suite 3W1 Lake Success, NY 11042 phone 516 708 9955 / fax 516 708 9951 www.shulmandemeo.com
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Shulman DeMeo Asset Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Shulman DeMeo Asset Management, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/ her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Shulman DeMeo Asset Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Shulman DeMeo Asset Management, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Shulman DeMeo Asset Management, LLC reserves the right to change the investment strategy of the ENA Capital Program in the future or may offer additional strategies under the ENA Capital Program or other similar programs. In the event that Shulman DeMeo Asset Management, LLC materially alters the investment strategy of the ENA Capital Program, Shulman DeMeo Asset Management, LLC may provide you with written notice of any changes on a quarterly or annual account performance report.
Global Energy Portfolio
Our approach is based on bringing solutions that focus on you, the investor.
The technology boom has fueled a rapidly growing energy sector and the results are unparalleled. Abundant supplies of oil and gas are being extracted from previously unreachable locations yielding a groundbreaking opportunity for investment that will carry well into the future. With an abundant supply of natural resources, this is only the beginning of what is likely to be a growing demand for energy both in the United States and throughout global markets. We fully believe there are significant opportunities for investment in energy, and with our commitment to long-term client relationships and service, we are able to provide exceptional guidance and insight for each of our investors.
ENA CAPITAL GLOBAL ENERGY PORTFOLIO is sponsored by Shulman DeMeo, a boutique asset management firm with a 30-year history of servicing high net worth clients with portfolio development and management. ENA is a separately managed account that provides investors with an opportunity to invest aggressively in the energy sector. It is a new investment portfolio that benefits from the knowledge and expertise of Shulman DeMeo’s professional asset managers without the limitations of traditional hedge and mutual funds. Our investment strategy includes a broad range of leverage, holding period, market cap and valuation techniques and is based on quantitative and fundamental research. We invest in both domestic and global markets and use innovative hedging strategies in an effort to seek consistent and outsized returns. As with all our accounts, we offer extended customer service to our clients and are always accessible to assist with inquiries.
HOW WE’RE DIFFERENT
THE ENERGY MARKET
ENA Capital Global Energy Portfolio uses
We are currently experiencing more growth in
traditional hedge fund strategies but differs
the energy market than at any time in recent
from a hedge fund in that ENA individual
history, leading to unprecedented expansion
account assets are liquid and have no
in the marketplace. The energy industry
performance fees associated with the accounts.
encompasses a wide spectrum of options,
Unlike mutual funds all ENA securities are
from petroleum, gas, and oil, to electric, coal,
owned by individual account holders and, since ENA provides specific identity, equities can be managed for maximum tax efficiency. Further, our unique structure allows for direct communication with the management team and maximum transparency for clients,
and nuclear. Further, environmental concerns have broadened the development of cuttingedge renewable energy alternatives, ranging from bio fuel and solar, to hydroelectric and wind power. Transportation and management of these energy resources have become a
ensuring confidence at every turn.
significant and crucial factor in the growing
PARTICIPATION
with new technologies and systems focusing
We work with clients who have investable
consistent increase in global demand, there is
assets of $2.5 million or higher. The initial
now an ever-growing retail market for power,
minimum investment for ENA Capital Global
fueling a robust marketplace for investors.
Energy Portfolio is $250,000 with an annual fee of 2.9%. ENA Capital Global Energy Portfolio investor communications are paramount. We provide quarterly performance reports, a quarterly “state of the program” report, and an annual summary report as well as forecasts for the following year. In addition, we encourage our clients to contact us at their convenience to discuss, evaluate, and learn more about the program.
market both domestically and internationally, on efficiency and safety. Combined with a
There are specific factors to further emphasize
World Energy Consumption, 1990–2040*
this view:
quadrillion btu
• Industry analysts are predicting that
1,000
the United States can achieve energy
history
projections
800
independence within the next decade. 600
• Oil incentives in the United States are approaching an all-time high. • Worldwide energy demand will promote
Non-OECD
400
200 OECD
competition, leading to corporations and governments devoting greater resources to the discovery and improvement of
0
1990
2000
2010
2020
2030
2040
* International Energy Outlook 2013, U.S. Energy Information Administration
energy sources. • Prices continue to rise at a steady rate for these invaluable resources, clearly positioning the energy sector as a promising investment option.
World Energy Consumption by Fuel Type, 1990–2040* quadrillion btu
history
projections
250 Liquids Coal
ENA Global Energy Portfolio invests in companies that explore and distribute a full
200
Natural Gas
150
range of energy sources. Investments in this sector will benefit from an improving global economy and superior cash flow.
Renewables 100
Nuclear
50
0
1990
2000
2010
2020
2030
* International Energy Outlook 2013, U.S. Energy Information Administration
2040
Shulman DeMeo Asset Management LLC 3000 Marcus Avenue, Suite 3W1 Lake Success, NY 11042 phone 516 708 9955 / fax 516 708 9951 www.shulmandemeo.com
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Shulman DeMeo Asset Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Shulman DeMeo Asset Management, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/ her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Shulman DeMeo Asset Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Shulman DeMeo Asset Management, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Shulman DeMeo Asset Management, LLC reserves the right to change the investment strategy of the ENA Capital Program in the future or may offer additional strategies under the ENA Capital Program or other similar programs. In the event that Shulman DeMeo Asset Management, LLC materially alters the investment strategy of the ENA Capital Program, Shulman DeMeo Asset Management, LLC may provide you with written notice of any changes on a quarterly or annual account performance report.
