Q & A with Matt Pham, TMG Energy

We sat down with Matt Pham, Energy Analyst at The Mitchell Group to learn more about how he was using Gridstone.

Tell us about your firm and the role you are in

I work as an energy analyst for The Mitchell Group, a long-only energy focused investment group with roughly $750mm AUM. Our investment style can be best described as Value, supported by fundamental, bottom-up analysis. Our investment time horizons are in the 3 to 5 year range and so we have a very low turnover. We tend to invest in theses supported by valuations and fundamentals.

Describe your own research process

My coverage universe includes various sub-segments within the energy sector: alternatives, coal, refineries, oil and gas, equipment providers, service providers, offshore drillers, land drillers, and exploration and production. Just within the oil and gas exploration and production sub-sector, I follow about 50 companies and maintain models on about 25. I will use models to screen for value and the team will discuss those ideas and conduct meetings with company management as part of our due diligence.

How does Gridstone help you in your research?

One of the biggest time sinks in the modeling process is the manual data entry and verification. For sector focused, small investment groups like TMG, analyst time is a precious commodity and as such, tools like Gridstone become invaluable. With Gridstone, data from SEC filings and transcripts can be mapped and linked to my models. The data entry process becomes automated, thus freeing up time for analysis.