Jennifer Stevenson joined Dynamic in 2010 as a Vice President & Portfolio Manager, focused on the global energy industry, and member of the Dynamic Equity Income team. Her coverage entails both traditional and renewable energy, and the businesses that support these industries. She manages several energy and resource-focused mandates and provides energy sector coverage to the broader Equity Income team.
Jennifer has extensive energy industry experience and has been active in the sector for more than three decades, closely following industry trends and innovations shaping the future of the industry. She takes an unconstrained approach to investing in the sector, investing in quality companies providing the world's energy needs today and the emerging market leaders delivering the technologies enabling the transition towards a zero-carbon future. By expanding the investment universe beyond the index, she takes advantage of the inherent complexity of the sector to invest in the various segments of the global energy supply chain and benefit from niche events and pricing spreads.
Prior to joining Dynamic, she held the role of Managing Director, Portfolio Management at a Western Canadian investment management company where she was the lead oil and gas portfolio manager.
She also has over 10 years of experience with energy investment banking, where she specialized in corporate finance and property acquisitions & divestitures. She has held senior positions with Dundee Securities, Merrill Lynch/Midland Walwyn Capital Inc. and FirstEnergy Capital Corp.
Additionally, Jennifer has experience working directly at leading Canadian oil and gas producers Amoco Canada and Petro-Canada.
Jennifer has an Advanced Certificate in Petroleum Land Contract Administration, an MBA in Finance from the University of Alberta and a BCom degree in Marketing & Finance from the University of Calgary.
Funds
Insights by Jennifer Stevenson
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The Inflation Reduction Act: A Deepdive for Responsible Investors
The Inflation Reduction Act of 2022 (IRA) was passed in the United States in August of 2022 and Jennifer Stevenson discusses what this means for clean energy project investments.
Jenifer Stevenson
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The Resurgence of Oil
Jennifer Stevenson discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and more.
Tom Dicker, Jenifer Stevenson
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Energy: Separating the Fundamentals from the Politics
Jennifer Stevenson and Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances.
Scott Reid, Jenifer Stevenson
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Being Active in the Energy Transition
Jennifer Stevenson discusses the growth potential and investment opportunities for the global transition to clean energy, as well as the incremental value that active management can add in the space.
Daniel Yungblut, Jenifer Stevenson