Middlefield Funds
1.888.890.1868   Home   Contact   UK Site   Site Index
Site Search
Mutual Funds
Groppe Tactical Energy Class
Profile   Highlights

The Fund's objective is to maximize long-term return by investing in equity and fixed income securities of issuers that operate in or have exposure to the oil and gas industry.

Assisted by the research of Groppe, Long & Littell (GL&L), an oil and natural gas consulting firm based in Houston, who acts as our Special Advisor, we remain very positive on the energy sector and continue to hold the view that global oil production has peaked, thereby supporting strong oil prices over the next several years. GL&L also believes that the significant decline rates experienced by both conventional and unconventional gas wells together with the substantial decrease in drilling activity in North America will cause natural gas prices to rise as constrained supply fails to meet fundamental demand. The Fund will focus on those issuers which have an attractive suite of drilling prospects, are low cost operators, have proven management teams and have the potential to demonstrate growth in production on a per share basis through drilling and acquisition activities.

Fund Codes: FE:MID125 / LL:MID127
DSC:MID130 / F Series:MID126
Inception Date: July 28, 2009
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus 
View Proxy Voting Record 
In the Spotlight   In the Spotlight
Rob Lauzon
Robert F. Lauzon
Managing Director and Deputy Chief Investment Officer
View Bio
Dennis da Silva
Dennis da Silva
Managing Director and Senior Portfolio Manager
View Bio
Middlefield Market Commentary 
Globe & Mail: Rob Lauzon sees values getting better every day 
Globe & Mail: Henry Groppe, long-time adviser to Middlefield, Oil sector looking in wrong place for coming seismic shift 
Eye on the oil patch: 15 top natural resource funds 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Globe and Mail: Andy Nasr, AltaGas poised for strong dividend growth 
AAPG EXPLORER: Say It Loud: A few words about peak oil 
Groppe Tactical Energy Class - FundGrade A rating from Fundata 
Bullish approach to natural gas fuelled top fund's gains
The Globe and Mail - November 28, 2011
Top Ten Holdings  (as at January 31, 2015)
1. Birchcliff Energy Ltd.
2. Cequence Energy Ltd.
3. Delphi Energy Corp.
4. Elkwater Resources Ltd.
5. Paramount Resources Ltd.
6. Pine Cliff Energy Ltd.
7. RMP Energy Inc.
8. Tamarack Valley Energy Ltd.
9. TORC Oil & Gas Ltd.
10. Tourmaline Oil Corp.
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
  Follow us:  Linkedin
Contact Us
Middlefield Group © 2013. All rights reserved.