BGR - BGR: An Interesting Way To Play Energy's Recovery At A Discount

• Energy was slaughtered in 2020, and this caused a great deal of problems for BGR.
• The fund is very heavily invested in the oil majors, so might be missing opportunities in smaller companies.
• The future of energy is quite good as both crude oil and natural gas are expected to see rising global demand over the next twenty years.
• The fund suffered heavy losses last year and had to cut its distribution three times, but it should be performing better this year.
• The fund is trading at a discount despite the overall strength that we have seen in crude oil recently.

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