Fund

With an objective mind and long experience, we provide a range of actively managed energy related products.

  • ProxyPetroleum Energy (UCITS)
  • Proxy Global Energy
  • Proxy Renewable Long/Short Energy
  • Proxy Long/Short Energy
  • ProxyPetroleum Energy (UCITS)

    ProxyPetroleum Energy is an actively managed UCITS equity fund that seeks long-term appreciation through investments in listed equities engaged primarily in production, exploration and distribution of oil and natural gas.

    The decision making driver is the portfolio manager's fundamental understanding of the commodity markets. Macro, political and geographical considerations in combination with the price structure of different energy commodities, create different themes that guide the investment decisions. Companies are then analyzed in order to find investment targets for any given theme.

    About ProxyPetroleum Energy (UCITS)

    • Actively managed with global focus
    • Concentrated porfolio, normally 30-35 positions
    • Focus on mid to large cap equities

    Fund facts

    Start2016-01-01

    Risk (1-7)6

    Share ClassesA-share:SEK / B-share:USD

    ISINA-share:SE0002579524 B-share:SE0009161219

    PPMA-share:312850

    FeeA-share:1.5% B-share:1.5%

    Minimum investmentA-share:200 SEK B-share:1000 USD


  • Proxy Global Energy

    Performance

    Share Current Nav % from previous month % from the end of the year
    A 100 0% 0%

    Hans Berglund

    hans@proxypetroleum.com

    Monthly reports

    Only for professional investors. Proxy Global Energy is an actively managed AIF fund that invests globally in public equities in the oil and natural gas sector. The fund utilizes both long and short positions but always has a long bias. Estimated launch: Q4-2018

    The fund utilizes a thematic investment philosophy. The decision-making driver is the Fund Manager’s fundamental understanding of the commodity markets. Macro, political and geographical considerations in combination with the price structure of different energy commodities, create various themes that guide the investment decisions. Companies are then analyzed in order to find investment targets for any given theme

    The portfolio is constructed top-down from the commodity perspective, bottom-up from the company perspective. In essence, the Fund Manager creates a virtual oil company that optimizes the production profile and mix as well as the strategic reserves in an optimal way based on the Fund Manager’s quantitative and fundamental understanding of the markets.

    About Proxy Global Energy

    • Actively managed with global focus
    • Concentrated portfolio, normally 35-50 positions
    • Focus on mid to large cap equities
    • Net Exposure 80-120%

    Fund facts

    Share ClassesUSD, EUR, SEK

    Fee1% + 20% (above 5% annual hurdle)

    Minimum investment125 000 EUR or the equivalent in USD or SEK


  • Proxy Renewable Long/Short Energy

    Performance

    Share Current Nav % from previous month % from the end of the year
    A 100 0% 0%

    Jonas Dahlqvist

    jonas.dahlqvist@proxypm.se

    Monthly reports

    Only for professional investors. Alternative investment fund taking long and short positions, although long biased, in the renewable energy and energy tech sector. Estimated launch: Q4-2018

    Proxy Renewable Long/Short Energy is an actively managed AIF equity fund that invests globally in the renewable energy and energy tech sector. The long term target is value appreciation and outperform benchmark. 

    The investment strategy is based on a combination of a top down thematic approach and a bottom up fundamental value oriented approach.  Macro, political, geographical and sector business fundamentals generates high conviction themes. Companies correlating to the specific themes are being analyzed in order to find the best investment opportunities.


    About Proxy Renewable Long/Short Energy

    • Actively managed with global focus
    • Concentrated porfolio, normally 30-40 positions
    • Focus on mid to large cap equities
    • Net Exposure 60-120%
    • Gross exposure 90-240%

    Fund facts

    Share ClassesEUR, USD, SEK

    Fee1% + 20% (above 5% annual hurdle)

    Minimum investment125 000 EUR or the equivalent in USD or SEK


  • Proxy Long/Short Energy

    Performance

    Share Current Nav % from previous month % from the end of the year
    A 100 0% 0%

    Hans Berglund

    hans@proxypetroleum.com

    Jonas Dahlqvist

    jonas.dahlqvist@proxypm.se

    Monthly reports

    Only for professional investors. Alternative investment fund with low net exposure taking long and short positions in the energy sector. Estimated launch: Q4-2018

    Proxy Long/Short Energy is an actively managed AIF that seeks long-term appreciation through investments in listed equities of companies related to oil, natural gas and renewable energy.

    The investment model is based on a thematic fundamental approach, supported by quantitative and systematic models. The decision making driver is the portfolio manager’s fundamental understanding of the commodity and energy markets. Macro, political, geographical and technological considerations in combination with the price structure of various energy commodities, create different themes that guide the investment decisions. Companies are then analyzed in order to find investment targets for any given theme.

    About Proxy Long/Short Energy

    • Actively managed with global focus
    • Focus on mid to large cap equities
    • Min/Max Net Exposure -25%/25%
    • Max Gross Exposure 250%

    Fund facts

    Share ClassesUSD, EUR, SEK

    Fee1% + 20% (above 1% annual hurdle)

    Minimum investment125 000 EUR or the equivalent in USD or SEK


Disclaimer

Legal information

Please read this information carefully before proceeding further. This is a disclaimer which contains legal and regulatory notices relevant to the information and material (the “Information”) contained on this website and sets out the terms by which you will be bound in accessing it.


Website content

The Information is directed to persons who are investment professionals and any other persons to whom such communication may be made in accordance with the relevant provisions of the EU Directive 2011/61/EU (AIFM Directive). The Information must not be acted, or relied, upon by any other persons.  Your use of the Information is entirely at your own risk, for which we shall not be liable. The Information does not constitute an invitation or offer to subscribe for or purchase interests in the Funds managed by us (the “Funds”). In particular, the Information is not intended as marketing of the Funds in any member state of the European Economic Area for the purposes of the AIFM Directive. Any decision to purchase securities or interests with respect to the Funds must be based solely upon the information contained in the Funds’ offering documents. Potential investors should read the terms and conditions contained in the Funds’ offering documents, including the risk factors, carefully before any investment decision is made. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the Information contained on this or on a linked website, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance. The Information may be subject to change without notice. AN INVESTMENT IN PROXY MANAGED FUNDS ARE SPECULATIVE AND INVOLVE A HIGH DEGREE OF RISK


The Information is not intended to constitute, and should not be construed as, investment advice. Potential investors in the Funds should seek their own independent financial advice. If you require additional information, you should contact appropriate Proxy personnel.

The Information is not intended for distribution in the United States or for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the "Securities Act")) except to persons who are "qualified purchasers" (as defined in the United States Investment Company Act of 1940, as amended (the "Company Act")) and "accredited investors" (as defined in Rule 501(a) under the Securities Act). Proxy is not registered with the United States Securities and Exchange Commission as an investment adviser.  The Funds is not registered under the Securities Act or the securities laws of any of the states of the United States and interests therein may not be offered, sold or delivered directly or indirectly into the United States, or to or for the account or benefit of any US person, except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of such securities laws. The securities will be subject to restrictions on transferability and resale.


Restricted access

All persons who access this website are required to inform themselves of and to comply with all applicable sales restrictions in their home country. Access to this website and the Information (including, without limitation, information relating to the Funds) is not directed at any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) it is prohibited to access this website or direct the Information for any reason. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. When access to any part of this website is restricted and require a password, no person who has not been issued with such a password should attempt to gain access to such part of the website.


Liability

Neither Proxy, nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or the Information, whether or not the circumstances giving rise to such cause may have been within the control of Proxy or of any vendor providing software or services support. In no event will Proxy be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Proxy or any other party have been advised of the possibility thereof.


Accept
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Disclaimer

Legal information

Please read this information carefully before proceeding further. This is a disclaimer which contains legal and regulatory notices relevant to the information and material (the “Information”) contained on this website and sets out the terms by which you will be bound in accessing it.


Website content

The Information is directed to persons who are investment professionals and any other persons to whom such communication may be made in accordance with the relevant provisions of the EU Directive 2011/61/EU (AIFM Directive). The Information must not be acted, or relied, upon by any other persons.  Your use of the Information is entirely at your own risk, for which we shall not be liable. The Information does not constitute an invitation or offer to subscribe for or purchase interests in the Funds managed by us (the “Funds”). In particular, the Information is not intended as marketing of the Funds in any member state of the European Economic Area for the purposes of the AIFM Directive. Any decision to purchase securities or interests with respect to the Funds must be based solely upon the information contained in the Funds’ offering documents. Potential investors should read the terms and conditions contained in the Funds’ offering documents, including the risk factors, carefully before any investment decision is made. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the Information contained on this or on a linked website, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance. The Information may be subject to change without notice. AN INVESTMENT IN PROXY MANAGED FUNDS ARE SPECULATIVE AND INVOLVE A HIGH DEGREE OF RISK


The Information is not intended to constitute, and should not be construed as, investment advice. Potential investors in the Funds should seek their own independent financial advice. If you require additional information, you should contact appropriate Proxy personnel.

The Information is not intended for distribution in the United States or for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the "Securities Act")) except to persons who are "qualified purchasers" (as defined in the United States Investment Company Act of 1940, as amended (the "Company Act")) and "accredited investors" (as defined in Rule 501(a) under the Securities Act). Proxy is not registered with the United States Securities and Exchange Commission as an investment adviser.  The Funds is not registered under the Securities Act or the securities laws of any of the states of the United States and interests therein may not be offered, sold or delivered directly or indirectly into the United States, or to or for the account or benefit of any US person, except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of such securities laws. The securities will be subject to restrictions on transferability and resale.


Restricted access

All persons who access this website are required to inform themselves of and to comply with all applicable sales restrictions in their home country. Access to this website and the Information (including, without limitation, information relating to the Funds) is not directed at any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) it is prohibited to access this website or direct the Information for any reason. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. When access to any part of this website is restricted and require a password, no person who has not been issued with such a password should attempt to gain access to such part of the website.


Liability

Neither Proxy, nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or the Information, whether or not the circumstances giving rise to such cause may have been within the control of Proxy or of any vendor providing software or services support. In no event will Proxy be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Proxy or any other party have been advised of the possibility thereof.


Accept
Decline

Disclaimer

Legal information

Please read this information carefully before proceeding further. This is a disclaimer which contains legal and regulatory notices relevant to the information and material (the “Information”) contained on this website and sets out the terms by which you will be bound in accessing it.


Website content

The Information is directed to persons who are investment professionals and any other persons to whom such communication may be made in accordance with the relevant provisions of the EU Directive 2011/61/EU (AIFM Directive). The Information must not be acted, or relied, upon by any other persons.  Your use of the Information is entirely at your own risk, for which we shall not be liable. The Information does not constitute an invitation or offer to subscribe for or purchase interests in the Funds managed by us (the “Funds”). In particular, the Information is not intended as marketing of the Funds in any member state of the European Economic Area for the purposes of the AIFM Directive. Any decision to purchase securities or interests with respect to the Funds must be based solely upon the information contained in the Funds’ offering documents. Potential investors should read the terms and conditions contained in the Funds’ offering documents, including the risk factors, carefully before any investment decision is made. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the Information contained on this or on a linked website, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance. The Information may be subject to change without notice. AN INVESTMENT IN PROXY MANAGED FUNDS ARE SPECULATIVE AND INVOLVE A HIGH DEGREE OF RISK


The Information is not intended to constitute, and should not be construed as, investment advice. Potential investors in the Funds should seek their own independent financial advice. If you require additional information, you should contact appropriate Proxy personnel.

The Information is not intended for distribution in the United States or for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the "Securities Act")) except to persons who are "qualified purchasers" (as defined in the United States Investment Company Act of 1940, as amended (the "Company Act")) and "accredited investors" (as defined in Rule 501(a) under the Securities Act). Proxy is not registered with the United States Securities and Exchange Commission as an investment adviser.  The Funds is not registered under the Securities Act or the securities laws of any of the states of the United States and interests therein may not be offered, sold or delivered directly or indirectly into the United States, or to or for the account or benefit of any US person, except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of such securities laws. The securities will be subject to restrictions on transferability and resale.


Restricted access

All persons who access this website are required to inform themselves of and to comply with all applicable sales restrictions in their home country. Access to this website and the Information (including, without limitation, information relating to the Funds) is not directed at any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) it is prohibited to access this website or direct the Information for any reason. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. When access to any part of this website is restricted and require a password, no person who has not been issued with such a password should attempt to gain access to such part of the website.


Liability

Neither Proxy, nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or the Information, whether or not the circumstances giving rise to such cause may have been within the control of Proxy or of any vendor providing software or services support. In no event will Proxy be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Proxy or any other party have been advised of the possibility thereof.


Accept
Decline

Disclaimer

Legal information

Please read this information carefully before proceeding further. This is a disclaimer which contains legal and regulatory notices relevant to the information and material (the “Information”) contained on this website and sets out the terms by which you will be bound in accessing it.


Website content

The Information is directed to persons who are investment professionals and any other persons to whom such communication may be made in accordance with the relevant provisions of the EU Directive 2011/61/EU (AIFM Directive). The Information must not be acted, or relied, upon by any other persons.  Your use of the Information is entirely at your own risk, for which we shall not be liable. The Information does not constitute an invitation or offer to subscribe for or purchase interests in the Funds managed by us (the “Funds”). In particular, the Information is not intended as marketing of the Funds in any member state of the European Economic Area for the purposes of the AIFM Directive. Any decision to purchase securities or interests with respect to the Funds must be based solely upon the information contained in the Funds’ offering documents. Potential investors should read the terms and conditions contained in the Funds’ offering documents, including the risk factors, carefully before any investment decision is made. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the Information contained on this or on a linked website, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance. The Information may be subject to change without notice. AN INVESTMENT IN PROXY MANAGED FUNDS ARE SPECULATIVE AND INVOLVE A HIGH DEGREE OF RISK


The Information is not intended to constitute, and should not be construed as, investment advice. Potential investors in the Funds should seek their own independent financial advice. If you require additional information, you should contact appropriate Proxy personnel.

The Information is not intended for distribution in the United States or for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the "Securities Act")) except to persons who are "qualified purchasers" (as defined in the United States Investment Company Act of 1940, as amended (the "Company Act")) and "accredited investors" (as defined in Rule 501(a) under the Securities Act). Proxy is not registered with the United States Securities and Exchange Commission as an investment adviser.  The Funds is not registered under the Securities Act or the securities laws of any of the states of the United States and interests therein may not be offered, sold or delivered directly or indirectly into the United States, or to or for the account or benefit of any US person, except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of such securities laws. The securities will be subject to restrictions on transferability and resale.


Restricted access

All persons who access this website are required to inform themselves of and to comply with all applicable sales restrictions in their home country. Access to this website and the Information (including, without limitation, information relating to the Funds) is not directed at any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) it is prohibited to access this website or direct the Information for any reason. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. When access to any part of this website is restricted and require a password, no person who has not been issued with such a password should attempt to gain access to such part of the website.


Liability

Neither Proxy, nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or the Information, whether or not the circumstances giving rise to such cause may have been within the control of Proxy or of any vendor providing software or services support. In no event will Proxy be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Proxy or any other party have been advised of the possibility thereof.


Accept
Decline