Why Have Energy GPs Outperformed?

Energy-focused private equity funds have vastly outperformed other private equity funds over the past 10 to 15 years. Why? In this program, experts from ILPA and Cambridge Associates tell us how LPs think about classifying energy-related funds in their portfolios; how commodity prices have driven performance (vs. GP skill); which sub-strategy tends to be intensely cyclical; and the importance of market knowledge.