Middlefield Funds
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Global Energy Class    
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The Fund's objective is to maximize long-term return by investing in equity and fixed income securities of issuers that operate in or have exposure to the oil and gas industry.

Assisted by the research of Groppe, Long & Littell (GL&L), an oil and natural gas consulting firm based in Houston, who acts as our Special Advisor, we remain very positive on the energy sector and continue to hold the view that global oil production has peaked, thereby supporting strong oil prices over the next several years. GL&L also believes that the significant decline rates experienced by both conventional and unconventional gas wells together with the substantial decrease in drilling activity in North America will cause natural gas prices to rise as constrained supply fails to meet fundamental demand. The Fund will focus on those issuers which have an attractive suite of drilling prospects, are low cost operators, have proven management teams and have the potential to demonstrate growth in production on a per share basis through drilling and acquisition activities.

Fund Codes: FE:MID125 / LL:MID127
DSC:MID130 / F Series:MID126
Inception Date: July 28, 2009
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus ( English  / French  )
View Proxy Voting Record 
Portfolio Manager   In the Spotlight
Dennis da Silva
Dennis da Silva
View Bio
Globe & Mail: A safer way to generate growth in a TFSA 
Middlefield Market Commentary 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
Globe & Mail: Rob Lauzon, Bargain dividend stocks worth checking out 
Henry Groppe: Problem-solving in Houston for 60 years 
Globe & Mail: Rob Lauzon sees values getting better every day 
Globe & Mail: Henry Groppe, long-time adviser to Middlefield, Oil sector looking in wrong place for coming seismic shift 
Eye on the oil patch: 15 top natural resource funds 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
AAPG EXPLORER: Say It Loud: A few words about peak oil 
Groppe Tactical Energy Class - FundGrade A rating from Fundata 
Bullish approach to natural gas fuelled top fund's gains
The Globe and Mail - November 28, 2011
Industry Advisor
Top Ten Holdings  (as at April 30, 2020)
1. Chevron Corporation
2. Concho Resources Inc.
3. ConocoPhillips Company
4. Enbridge Inc.
5. EOG Resources Inc.
6. IShares Comex Gold Trust Fund
7. Pembina Pipeline Corporation
8. Phillips 66
9. TC Energy Corporation
10. TransAlta Corporation
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