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Blog ‘Simplification Day’ for Oil & Gas MLPs: What Investors Need to Know ‘Simplification Day’ for Oil & Gas MLPs: What Investors Need to Know We believe the trend to simplify complex corporate structures strengthens the case for investing in MLPs and in midstream energy more broadly.
Blog Oil and Gas MLPs: Poised for a Rebound in 2018 Oil and Gas MLPs: Poised for a Rebound in 2018 We see the tide turning for the MLP sector after a frustrating 2017.
Blog (Not Too) Late‑Cycle Positioning in an Aging Expansion (Not Too) Late‑Cycle Positioning in an Aging Expansion We believe it’s not too late for investors to seek attractive relative value opportunities and reposition equity exposures in this aging cycle.
Viewpoints Oil and Gas MLPs: Time to Take a Fresh Look? Oil and Gas MLPs: Time to Take a Fresh Look? Master limited partnerships, once considered utility-like yield instruments, have come to be viewed largely as leveraged commodity investments – but is the pendulum about to swing back?
John M. Devir Portfolio Manager and Head of Americas Credit Research Share Add Download Print Mr. Devir is an executive vice president and portfolio manager in the Newport Beach office. He is the head of Americas credit research, lead analyst for global energy, and lead portfolio manager for MLP and energy infrastructure and long/short equity strategies. Prior to joining PIMCO in 2011, he was a managing director and head of equity strategies at Barclays Capital in New York. He previously held a similar role at Lehman Brothers from 2005-2008. Before that, Mr. Devir worked for nine years in the equity division of Credit Suisse First Boston as director and portfolio manager in the European proprietary trading group in London and as director and head of U.S. equity proprietary trading in New York. He has 25 years of investment experience and holds an undergraduate degree from Siena College.
