Sector Expert: Justin Anderson
Justin Anderson is an equity analyst at Mawer Investment Management. Previously he worked for Desjardins as an oil & gas research analyst. He is the founder of the research company Xedge, which specialized in rigorous stochastic analysis of oil and gas exploration portfolios. Previously, he worked as an oil & gas research analyst for Salman Partners prior to which he was an oil & gas investment banking analyst at BMO Capital Markets and an energy business analyst at McKinsey & Co. Anderson completed a Bachelor of Science in mechanical engineering and a Bachelor of Science in Russian studies at the University of Calgary. He then completed a Master of Science in aeronautical engineering at MIT, with his research and thesis focus on energy economics. While at MIT, Justin founded and commercialized a high-tech company called Waybe and was an executive chair of the MIT Energy Club.
Since its inception in 2007, the Salman Partners' Top Pick Index has made a 251% return. The index is a huge pot for investors in the international oil and gas space to bet on, but it's not for the untutored. Salman Partners Analyst Justin Anderson walked The Energy Report through the risks and returns of the game. Find out how he plays his hand.
"If MMT's Umugini pipeline gets commissioned, production goes past 20,000 bbl/d and the losses are cut to under 5–10%, that would be a positive thing for the stock, there's no question."
The Energy Report Interview with Justin Anderson