Composite Inception | 1991 |
Strategy AUM | $0.7 Billion as of 3/31/25 |
Benchmark | Global Natural Resources Custom Index |
Holdings Range | Typically 60 – 80 |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
Our Natural Resources team is comprised of two portfolio manager/analysts and two dedicated analysts. Additionally, the team is supported by the sharing of intellectual capital and close interaction across Jennison’s energy value chain research approach, which consists of specialized analysts that focus on those specific sectors/industries within the upstream, midstream, and downstream energy infrastructure space.
The close interaction of portfolio managers and analysts provides a forum in which investment ideas and conviction in specific securities are born. The extensive knowledge and experience investing within these specialized industries contributes to our deep understanding across the entire energy value chain and we believe can provide us a competitive advantage in constructing specialty sector-oriented portfolios on behalf of our clients.
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