Sector Expert: Bill Koenig
As an early pioneer in the process of institutional investing in small-cap companies, William (Bill) Koenig has many years of experience in the resource sector. He was chief investment officer of the Norrep funds (Hesperian Capital) and helped oversee the growth of assets from $70M to over $900M in four years. He has more than 20 years of experience in the natural resource sector as a research analyst and portfolio manager. As a research analyst, he was noted for identifying early-stage companies whose growth profile would allow them to become some of Canada's biggest resource companies.
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector.