In an article for Professional Wealth Management, George Nadda and Steffen Dietel, portfolio managers of the Altana Offshore Services Fund, look at how over the next few years the offshore oil and gas sector is set to be a clear winner in response to the supply disruptions driven by Russia’s war in Ukraine and ongoing hostilities in the Gulf.
However, over the past decade investor interest in offshore services has been lost, fleets culled and new-build activity halted despite sustained improvement in underlying trends and the industry’s integral role in securing safe and reliable energy going forward.
For those able to identify the assets best positioned for an acceleration in activity, the potential for outsized returns awaits.

