Mr. Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.
Gas prices remain low worldwide, and the challenge for producers is to find a market for their supply. Gas remains the No. 1 source of U.S. power generation, and will continue in that spot for several more
Russia and Ukraine produce over 30% of global wheat exports. Investors say that mounting geopolitical tensions could threaten a global food crisis.
EnergyFunders' Ross Hendricks is bullish on North American oil and gas producers, believing they'll overtake Russian exports in the long-term.