Logo Logo Logo Logo Logo
  • Home
  • About ELCO
    • Biographies
    • Investment Philosophy
  • Managed Accounts
    • Core Equity
    • Infrastructure Income
    • Preferred Equity / Fixed Income
    • Regional Banks
    • Water Opportunities
    • Life Sciences
  • Resources
    • Library
    • Business Continuity Plan
    • Form CRS
    • Privacy Policy
  • Contact Us
  • Home
  • About ELCO
    • Biographies
    • Investment Philosophy
  • Managed Accounts
    • Core Equity
    • Infrastructure Income
    • Preferred Equity / Fixed Income
    • Regional Banks
    • Water Opportunities
    • Life Sciences
  • Resources
    • Library
    • Business Continuity Plan
    • Form CRS
    • Privacy Policy
  • Contact Us

Office Buildings LIBRARY

Recent Articles

ELCO Life Sciences Separately Managed Account Webinar 7/12/23

July 13, 2023

ELCO Water & Climate Impact SMA Webinar

June 1, 2023

ELCO Financial Services SMA Webinar

May 30, 2023

ELCO Financial Services Discussion with Anton Schutz & Dan Goldfarb of Mendon Capital

March 14, 2023

ELCO Management Life Sciences SMA Webinar

December 16, 2022

ELCO Select Fund August Monthly Commentary

August turned out to be a strong month for the ELCO Select Fund (August +3.91, YTD +31.32%)  as the energy crisis in Europe continues to rage on. These unfortunate events highlight the need for an “all of the above” global energy policy. This is especially...

September 30, 2022

Cheniere Announces 2020 Vision

2022-09-12_Cheniere_Announces_20_20_Vision_Long_Term_Capital__259

September 30, 2022

Fireside chat with Yves Siegel of Siegel Asset Management Partners and EQT’s Toby Rice & Dave Khani

Jul 7, 2022 – ELCO Management hosts our sub-advisor Yves Siegel of Siegel Asset Management Partners fireside chat with EQT’s CEO and President Toby Rice and CFO Dave Khani

July 11, 2022

Energy in Transition, A Bullish View

February 8, 2022

ELCO Water Scarcity Article 12/13/2021

ELCO Water Scarcity    

December 14, 2021

ELCO Water & Climate Impact Investor Presentation with Portfolio Manager Matt Diserio

November 12, 2021

ELCO Financial Services SMA 2nd Quarter Report

ELCO Financial Services Separately Managed Account 2nd Quarter 2021 Investor Update As we look back to what was a strong first half of 2021 boosted by a flurry of mergers and acquisitions as well as significant loan growth via the government’s PPP (Paycheck Protection Program)...

August 9, 2021

ELCO Water Opportunities 2nd Quarter Report

ELCO Water and Climate Impact SMA 2nd Quarter 2021 Investor Update The ELCO Water and Climate Impact SMA (formly ELCO Water Opportunities SMA) strategy has performed in-line with our expectations for the first half of 2021 and we expect the positive trend to continue as...

August 9, 2021

Putting Net Zero by 2050 in Perspective — Be Prepared to Walk by Yves Siegel, CFA

In Our View: The IEA’s Energy Transition Pathway to Net Zero Emissions by 2050 is Highly Uncertain In May, The International Energy Administration (IEA) released, “Net Zero by 2050, A Roadmap for the Global Energy Sector.” This detailed report highlights one possible pathway to achieve...

June 21, 2021

ELCO Water Opportunities SMA Conference Call 2/9/2021

May 3, 2021

ELCO Regional Bank SMA Conference Call 4/13/2021

May 3, 2021

Rays of Optimism Shine on Energy

April 15, 2021

Financial Services Separately Managed Account Program (FS SMAP) July 2020 Update

Our holdings in the ELCO Regional Banks Separately Managed Account program were severely challenged by the COVID-19 pandemic. Regional and community bank stocks have been pressured due to the unprecedented hardship from the pandemic-induced slowdown due to skyrocketing unemployment that has increased the default risk across loan portfolios.

July 20, 2020

Water Opportunities Separately Managed Account Program (WO SMAP) Market Update

After many discussions with, Water Asset Management, sub-adviser to ELCO’s Water Opportunities SMAP, and our own industry observations, we wanted to communicate our thoughts regarding your investment in the program. The portfolio has benefitted from the defensive nature of the regulated water utilities and the essential infrastructure and services these companies provide.

April 30, 2020

Core Equity Separately Managed Account Program April 2020 Update

We wanted to reassure you that your portfolio is invested in the highest quality companies that have rock solid balance sheets, commanding market presence, and most importantly the ability to survive this pause in economic activity and thrive as growth returns.

April 13, 2020

Energy Infrastructure Questions & Answers

While not completely an “apples to apples” comparison, the current extreme environment is reminiscent of the 2008 experience which also wreaked havoc on the midstream industry. At that time, oil prices collapsed, and midstream companies sold off due to leveraged investor liquidations and the overall lack of confidence the industry could sustain its cash-flow and dividend payments

March 23, 2020

Re: COVID-19 and Market Update

At this very difficult moment, we want to reach out to re-affirm our commitment to you, as a client of the firm. First and foremost, we hope this update finds you and your families healthy and safe as our society collectively works to stem the impact of the global Coronavirus pandemic.

March 22, 2020

Archive

  • 22 March, 2020
    Re: COVID-19 and Market Update
  • 23 March, 2020
    Energy Infrastructure Questions & Answers
  • 13 April, 2020
    Core Equity Separately Managed Account Program April 2020 Update
About ELCO
  • Investment Philosophy
  • Managed Accounts
  • Biographies
Resources
  • Business Continuity Plan
  • Form CRS
  • Privacy Policy
  • Library
Quick Links
  • Home
  • Contact Us
369 Lexington Avenue
3rd Floor
New York, NY 10017

212.603.7585
646.403.4860 (fax)
info@elcomanagement.com
© ELCO Management Company, LLC. | Designed by Enormous Creative