How one outperforming energy investor is playing the jump in oil prices

By all accounts, traditional energy investors – those targeting oil and gas companies – are having a good year. West Texas Intermediate crude breached $84 on Wednesday for the first time in seven years, and the energy sector is a long way from the best-performing S&P 500 group this year. The gains, of course, come after years of underperformance as investors flee the sector. But the 2021 comeback is noteworthy nonetheless.

One portfolio manager outperforming the market believes the group is just getting started.

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