We respect your privacy. Most recently, he served as managing director, global industry analyst (E&P), and portfolio manager (energy & natural resources). Mark Viviano, CFA, Kimmeridge Energy. Kimmeridge Energy: U.S. E&P industry is in a time of crisis, Please speak to a licensed financial professional, Five dumbest things investment managers say on their websites, Alluvial Fund 3Q20 Commentary: Long P10 Holdings Inc, Larry Kudlow On Coronavirus Stimulus Stalemate: Democrats Are Taking An ‘All-or-Nothing’ Approach, Statewide Car Caravan Against Prop 22 Ends with Rally at Uber HQ. In that role, he was responsible for firm-wide equity … The election of three new directors will instill much needed accountability and a fresh perspective at the Company. The natural question is, what took so long? The number of E&P companies could even shrink from 600-odd to 100, Dell says, although that could take a decade. (Recently, Elliott Management took the other end of the wedge, suggesting Kansas and Missouri utility Evergy increase its renewable output – the two settled this week). . "I think people believe that if anyone could turn around the sector from an activism standpoint, it's the team we're putting together.". Activist Insight Vulnerability, February 3, 2016). Kimmeridge recently hired Wellington Management portfolio manager Mark Viviano as its head of public equities and is reportedly seeking between $500 million and $1 billion for a new fund – Kimmeridge Energy Engagement Partners. Mr. Viviano has spent most of his professional career at Wellington Management, including more than 15 years investing in the energy sector. . Kimmeridge Energy | 1,276 abonnés sur LinkedIn | Kimmeridge Energy is an oil and gas-focused investment manager located in New York and Denver. Information about the Participants and a description of its direct or indirect interests by security holdings is contained in the Schedule 14A filed by Kimmeridge with the SEC on March 7, 2019.

', "The Board nominees that we have put forth are solely committed to doing what is in the best interests of the Company and all of its stockholders over the near and long term. Kimmeridge and Benjamin Dell, Alice E. Gould, and James F. Adelson (collectively, the "Nominees," together with Kimmeridge, the "Participants") intend to file with the SEC a definitive proxy statement and accompanying form of proxy to be used in connection with the solicitation of proxies from the stockholders of PDC.
In addition, management has repeatedly appeared to be unwilling to meaningfully address the Company's failings, which has, in our view resulted in a steep discount to PDC's intrinsic value.

Subscribe to ValueWalk Newsletter. Founded by Nick Arnott and Kerry Pogue with the objective of providing unmatched intelligence to professionals in the global activist investment space, Activist Insight made its entry into the market with online information product, Activist Insight Online. "My experience from PDC is that long-only investors in energy, those who are left, understand what needs to be done and want to see it fixed," he continues. Regular readers will be familiar with geologist and former Sanford Bernstein sell-side analyst Ben Dell and his firm Kimmeridge, the owner/operator/investor that has dipped its toe into activism three times over the past couple of proxy seasons. Since 2012, Activist Insight has provided its diverse range of clients with the most comprehensive information on activist investing worldwide. Kimmeridge Energy Management has raised more than $109 million so far for a new fund focused on investing in public energy securities, a Securities and Exchange Commission filing shows. ValueWalk.com is a highly regarded, non-partisan site – the website provides unique coverage on hedge funds, large asset managers, and value investing. Head of Public Equities. https://www.wsj.com/articles/kimmeridge-energy-raises-109-million-for-new-stock-fund-11590177332. The stock price has actually doubled in that timeframe, although it has been a long road back from the $14 low to $35 today. NEW YORK, Oct. 19, 2018 /PRNewswire/ -- Kimmeridge Energy Management Company, LLC, beneficial owners of almost 10% of the common shares of Resolute Energy Corporation , today sent the following... | October 19, 2018

ValueWalk also contains archives of famous investors, and features many investor resource pages. document.getElementsByTagName('head')[0].appendChild(jo); Kimmeridge has collected at least $109.3 million so far, recording its first commitment on May 11, according to the SEC filing. Please speak to a licensed financial professional before making any investment decisions. })(); Check out our cornerstone topics which we update regularly by clicking below. Kimmeridge Contact:Noam [email protected], Investor Contact:Scott Winter / Jonathan SalzbergerInnisfree M&A Incorporated212.750.5833, Media Contact:Daniel Yunger / Cathryn VaulmanKekst [email protected] [email protected] All stockholders of PDC are advised to read the definitive proxy statement and other documents related to the solicitation of proxies by the Participants when they become available, as they will contain important information, including additional information related to the Participants.
1Source: publicly available information on PDC. Kimmeridge Energy Management Co. LLC has hired longtime Wellington Management Co. energy analyst and portfolio manager Mark Viviano to lead public-equity investing and activism in the sector. "Those who are familiar with PDC, and the public U.S. E&P space, fully understand that the sector is becoming increasingly 'uninvestable' due, in large part, to excessive SG&A, a misguided focus on production growth, and misalignment of executive compensation. Even if Mr. Falcone enacts some incremental enhancements designed to improve HC2’s short-term prospects, we believe any road forward proposed by him will lead off a cliff.

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