Industrials & Energy

CIMG has a long history of investing in companies that provide the energy and materials that are crucial for making the global economy function. Businesses in the materials, energy, and heavy industrials sector are constantly evolving, which gives us the opportunity to develop a differentiated view from the rest of the market.

Warrior Met Coal Inc.

NYSE: HCC

Warrior Met Coal Inc (NYSE: HCC) is a pure-play producer and exporter of metallurgical coal headquartered in Brookwood, AL. Metallurgical coal, or hard coking coal, is a critical component of steel production by metal manufacturers in Europe, South America, and Asia.

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Barnes Group

NYSE: B

Barnes Group is a manufacturer and marketer of aerospace and industrial components. The company offers engineered products, differentiated industrial technologies, solutions and services.

Writeup

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API Group

NYSE: APG

APi Group is a provider of safety, specialty, and industrial services.

Writeup

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Ferguson plc

NYSE: FERG

Ferguson is a value-added distributor of plumbing and heating products in the United States and Canada.

Pitch Deck

Ferguson plc

NYSE: FERG

Ferguson is a value-added distributor of plumbing and heating products in the United States and Canada.

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Keysight Technologies

NYSE: KEYS

Keysight Technologies is a test and measurement company that services electrical engineering problems in every stage of the product life cycle.

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Janus International Group

NYSE: JBI

JBI is a global manufacturer and supplier of turnkey solutions for self-storage and commercial doors.

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Cheniere Energy

NYSE: LNG

Cheniere Energy is the leading producer of liquified natural gas in the United States. Cheniere is benefiting as developing economies increase their demand for energy alternatives to coal.

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Kosmos Energy

NYSE: KOS

Kosmos is a full-cycle deepwater independent oil and gas exploration and production company that is rapidly investing in liquified natural gas assets.

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Cameco Corporation

NYSE: CCJ

Cameco is a Canadian uranium miner with world-class uranium deposits that position them favorably on the cost production curve, allowing them to quickly ramp up production at more economic levels than competition.

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