Bradley Olsen

Co-Founder/Portfolio Manager at Recurrent Investment Advisors

Role: Co-founder Portfolio Manager at Recurrent Investment Advisors
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bradley Olsen

Recurrent Investment Advisors is an SEC-registered asset manager with over $1.4 bn in AUM…

Experience

Co-founder Portfolio Manager
Recurrent Investment Advisors
Apr 2017 — Present · Houston, TX, US
Recurrent Investment Advisors, based in Houston, Texas, is an investment firm focused on natural resources and midstream equities. We manage assets in 2 strategies, through separately managed accounts (SMAs) as well as our mutual fund. For more information on Recurrent, check out for more information on our mutual fund, check out

Education

Rice University
BA, Political Science, Philosophy, Slavic Studies
2002 — 2006

Skills

Financial Modeling
Financial Analysis
Equity Research
Ngl
Hip-Hop Dance
Asset Management
Capital Markets
Series 7
Midstream
Research
Bloomberg
Investments
Alternative Investments
Private Equity
Valuation
Due Diligence
Hedge Funds
Corporate Finance
Russian Literature
Portfolio Management
Equities
Investment Banking

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@recurrentadvisors.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Recurrent Investment Advisors

Financial Services · 9 employees · Founded 2017 · Houston, Texas, United States

Recurrent Investment Advisors is a Houston-based asset manager investing in companies engaged in natural resources, energy and infrastructure. We are focused on, and seek to profit from, opportunities created by energy and commodity cycles. For more, see We execute our natural resources and MLP infrastructure strategies, guided by these 5 principles- Energy is cyclical - most managers either add (or destroy) value around cyclical turning points. Therefore, our process is built to deliver appropriate \"buy\" and \"sell\" signals at cyclical peaks and troughs- Company returns tell a story - contrary to popular belief, energy company returns are not solely a product of commodity prices. Over time, quality companies and managements deliver returns that \"mean-revert,\" even in wildly divergent commodity environments. Accordingly, we use long-term return profiles to identify companies capable of creating value throughout the cycle- Valuation matters - we believe our process can translate current valuations into market expectations for future returns - allowing us to understand where return expectations may be too high or too low, and to invest accordingly- Invest prudently in any cycle - we believe our analysis can provide a powerful, non-cyclical buy/sell discipline. We believe we can effectively compare companies across different subsectors within natural resources and energy, creating an apples-to-apples framework, to strip out commodity volatility- Houston - our hometown is the unsung hero of our process. Our principals\' deep relationships and connections in the capital of energy allow us to gain insight into how the market is evolving, whether we\'re at lunch, or t-ball practice.

recurrentadvisors.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Bradley Olsen

Experience

Co-founder Portfolio Manager

Education

Rice University

Skills

Find verified contacts for anyone on LinkedIn