RUN - Renewables Versus Oil & Gas - Be Smart Choose What's Best

• In 2020, renewable energy was a winning investment theme, as the sector benefited from environmental, social, and governance (ESG) investment trends and a favorable political backdrop.
• In 2021, traditional energy has done very well on the back of a steep increase in oil prices.
• Some investors are convinced that only traditional or renewable energy is investable, favoring one and neglecting the other.
• We don’t subscribe to this opinion and think there are attractive companies in both spaces.
• Picking the best values from each group could be a great idea for the long run and potentially lead to outperformance.

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