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Tortoise Energy Evolution Fund A Class (0P0000Z53S)
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30/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.94M
Tortoise Select Opportunity Fund Investor Class
6.793
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0P0000Z53S Overview
On this page you'll find an in-depth profile of Tortoise Energy Evolution Fund A Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z53S among other information.
Investment Strategy
The investment seeks total return. Under normal circumstances, the fund seeks to invest in securities benefiting from the long-term growth associated with the changes in energy supply relating to the energy transition that is currently underway. It seeks to achieve its investment objective by investing typically in common stocks of any capitalization that are publicly traded on an exchange or in the over-the-counter market. In addition, the fund may invest in master limited partnerships ("MLPs"). It is non-diversified.
Contact Information
Address
5100 W. 115th Place
Leawood,KS 66211
United States
Leawood,KS 66211
United States
Phone
913-981-1020
Fax
(913) 981-1021
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michel G. Sznajer | Portfolio Manager | 2019 | 2020 |
| Biography | Primary Function: Mr. Sznajer is a portfolio manager focused on sustainable products. Background: Before joining Ecofin, Mr. Sznajer was a partner and portfolio manager at Silvaris Capital Management. Previously Mr. Sznajer was employed at Wellington Management Co. as an industrial/Infrastructure analyst and portfolio manager. Prior to that, he worked at Goldman Sachs and Indosuez W.I. CARR covering the telecommunication sectors in Asia. Mr. Sznajer started his career as a management consultant at Bain & Company, covering technology, media and telecommunication, and financial sectors in Asia and Europe. Education: Mr. Sznajer earned an MSc in business and engineering from Brussels University and is a CFA® charterholder. | ||
| Matthew Breidert | Senior Portfolio Manager | 2019 | 2020 |
| Biography | Primary Function: Mr. Matthew Breidert is a senior portfolio manager, overseeing sustainable, impact and ESG strategies, both long only and long/short. Background: Prior to joining Ecofin, Mr. Breidert was an assistant portfolio manager at Millennium Partners, based in New York. Previously, he was an investment banker with SG Barr Devlin, a division of Société Générale, where he focused on mergers and acquisitions and financial advisory to global utilities and power companies. Prior to that, he worked at Cornerstone Energy Advisers and FT Energy/RDI in Boulder, Co., where he focused on energy and utility‐focused economic policy. Education: Mr. Breidert earned a Bachelor of Science degree from the University of Illinois-Urbana Champaign and a Master of Business Administration from Washington University in St. Louis. | ||
| Jean Hugues De Lamaze | Senior Portfolio Manager | 2019 | 2020 |
| Biography | Mr. Jean-Hugues de Lamaze joined Ecofin in 2008. From 2016 through November 2018 he was a Partner and member of the Board at Ecofin. He is senior portfolio manager for investment trust Ecofin Global Utilities & Infrastructure plc that launched in September 2016. Previously, he was senior portfolio manager for Ecofin Water & Power Opportunities plc. Prior to joining Ecofin, Mr. de Lamaze co-founded UV Capital LLP and served as chief investment officer. Previously, he oversaw the Goldman Sachs European Utilities research team and previously was a senior European analyst and head of French Research & Strategy at Credit Suisse First Boston. His professional career began at Enskilda Securities. Mr. de Lamaze is a CFAF certified analyst and a member of the French Financial Analysts Society SFAF. He completed the INSEAD International Executive Programme, graduated from the Paris based business school Institut Supérieur de Gestion and earned a LLB in Business Law from Paris II-Assas University. He was voted Top 10 Buy-Side Individual – All Sectors and Top 3 in the Utilities category in the 2018 Extel survey. | ||
| Maximilian Slee | Portfolio Manager | 2019 | 2020 |
| Biography | Primary Function: Mr. Max Slee is a portfolio manager working on sustainable, impact and ESG strategies, both long only and long/short. Background: Before joining Ecofin, Mr. Slee was a member of the clean energy team of the Clinton Foundation, a global non-profit organization founded by President Clinton, where he was involved in setting up and developing carbon capture & storage (CCS) projects around the world. Previously he was an investment banker at Lazard in London where he was a specialist in the energy sector, working on mergers and acquisitions. Education: Mr. Slee earned a Bachelor of Arts degree from Brown University. | ||
| Nicholas S. Holmes | Portfolio Manager | 2019 | 2020 |
| Biography | Primary Function: Mr. Holmes serves as co-portfolio manager of the sustainable global water strategy. My Holmes also continues to evaluate private investment opportunities on water projects in support of Ecofin’s Private Sustainable Infrastructure team. Background: Mr. Holmes has extensive investment experience across the capital structure, acting as president of the Tortoise Essential Assets Income Term Fund and vice president of the Tortoise Energy Infrastructure Corp. and Tortoise MLP Fund, Inc. closed-end funds. He was the lead analyst on the three water-specific private placement transactions in the energy sector. Education: Mr. Holmes earned a Bachelor of Arts in political science from Yale University and a Master of Business Administration from the University of Kansas. He is a CFA® charterholder. | ||
| Stephen Pang | Managing Director and Portfolio Manager - Energy | 2018 | 2020 |
| Biography | Primary Function: Mr. Pang is a Managing Director and Portfolio Manager and is responsible for Tortoise’s public and private direct investments across energy strategies, where he has served as Vice President of Tortoise Pipeline & Energy Fund, Inc., a closed-end fund, since May 2017. Mr. Pang currently serves as Chief Financial Officer and a board member of Tortoise Acquisition Corp. and will continue to serve on Tortoise Acquisition Corp.’s board following the anticipated closing of its business combination with Hyliion. Mr. Pang also serves on the board of Mexico Pacific Limited LLC, a Tortoise portfolio company. Background: Prior to joining the firm in 2014, Mr. Pang was a director in Credit Suisse Securities (USA) LLC’s Equity Capital Markets Group. Before joining Credit Suisse Securities (USA) LLC in 2012, he spent eight years in Citigroup Global Markets Inc.’s Investment Banking Division, where he focused on equity underwriting and corporate finance in the energy sector. Education: Mr. Pang received a B.S. in Business Administration from the University of Richmond and is a CFA® charterholder. | ||
| Brian A. Kessens | Portoflio Manager / Investment Committee | 2013 | 2020 |
| Biography | Mr. Kessens joined Tortoise in 2008. He is a managing director and senior portfolio manager, a member of the investment committee and serves as president of the Tortoise Pipeline & Energy Fund, Inc. and Tortoise Power & Energy Infrastructure Fund, Inc. closed-end funds. Previously, Mr. Kessens was a vice president in Citigroup’s global energy investment banking practice. Prior to Citigroup, he served as a field artillery officer in the U.S. Army. Mr. Kessens earned a Bachelor of Science in economics degree from the U.S. Military Academy at West Point and a Master of Business Administration degree from Columbia Business School in New York. He is a CFA® charterholder. | ||
| James R. Mick | Portoflio Manager / Investment Committee | 2013 | 2020 |
| Biography | Mr. Mick joined Tortoise in 2006 and is a member of the Investment Committee. He frequently engages with Tortoise's largest institutional clients. Mr. Mick has more than 19 years of industry experience. Previously, he was a senior finance specialist at General Electric Insurance Solutions (now Swiss Re) from 2003 to 2006 and a senior auditor at Ernst & Young from 2000 to 2003. Mr. Mick earned Bachelor of Science degrees in business administration and accounting, as well as a Master of Accounting and Information Systems from the University of Kansas. He is a CFA® charterholder. | ||
| Matthew G.P. Sallee | Portfolio Manager / Investment Committee | 2013 | 2020 |
| Biography | Mr. Sallee joined Tortoise in 2005 and is an Executive Committee member. He serves as president of the Tortoise Energy Infrastructure Corp. and Tortoise Midstream Energy Fund, Inc. closed-end funds, and is a member of the Investment Committee. Mr. Sallee has more than 18 years of industry experience and regularly speaks on national media (CNBC). Previously, he served for five years as a senior financial analyst with Aquila, Inc., where he was responsible for analysis of capital allocation at the firm’s communications infrastructure subsidiary, Everest Connections. Mr. Sallee graduated magna cum laude from the University of Missouri with a degree in business administration. He is a CFA® charterholder. | ||
| Robert J. Thummel | Portoflio Manager / Investment Committee | 2013 | 2020 |
| Biography | Mr. Thummel joined Tortoise in 2004. He is a managing director and senior portfolio manager, a member of the investment committee and serves as president of the Tortoise Energy Independence Fund, Inc. closed-end fund. Before joining Tortoise, he was director of finance at KLT, Inc., a subsidiary of Great Plains Energy, from 1998 to 2004 and a senior auditor at Ernst & Young from 1995 to 1998. Mr. Thummel earned a Bachelor of Science degree in accounting from Kansas State University and a Master of Business Administration degree from the University of Kansas. He is a frequent energy sector contributor to financial media outlets including Bloomberg CNBC, Fox Business and Wall Street Journal. | ||
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