French boutique unveils energy equity fund

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Paris-based boutique Otea Capital has launched Otea Energy, an energy equity fund that invests in stocks related to energy, primarily oil industry, oil services companies and other commodities (gas, uranium, coil,…) with no geographical constraints.

The France-domiciled fund, whose inception occured on 17 January 2018, seeks to deliver net returns over 5% during a recommended investment period of five years.

Investments in small caps are capped to 25% of the fund’s net assets. The vehicle can also invest in public and corporate debt, in particular in bonds issued by companies involved in the energy sector or energy-related industries.

Otea Energy is managed by Thierry Levalois and Charles Tayrac while NRJIA will assist the team on the analysis of the energy market and its companies.