The Energy Realist has 20 years of finance and accounting experience in the energy industry. The Energy Realist is also a CFA charterholder and has been actively managing their personal portfolio for 10 years. We discussed the importance of looking at the prevalent macro themes before identifying companies that can best capitalize on them, how investors should approach the ESG trend and an “out of consensus” call on the challenges for US shale ahead. Seeking Alpha: Walk us through your investment decision making process. What area of the market do you focus on and what strategies do you employ?