Andrew Hill
Andrew Hill Investment Advisors
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Andrew Hill for every strategy.
What it bought and sold
- AddedNextPowerMar 2026
Our top performing stocks this year include Nextpower (NXT, +36%).
We have reduced our exposure to these positions and others that have shown weakness.
We have reduced our exposure to these positions and others that have shown weakness.
We also added Rivian, an electric-vehicle manufacturer that sells SUVs, pickup trucks, and commercial vehicles, including vehicles used by Amazon.
More recently, we added natural gas producers EQT and National Fuel Gas, both of which we have owned in the past.
More recently, we added natural gas producers EQT and National Fuel Gas, both of which we have owned in the past.
Also held
Its investment theses
- ONEOKMar 2026ONEOK operates critical NGL and gas infrastructure with a fee-based 'tollbooth' model and dividend growth leveraged to U.S. energy security.
- GE VernovaMar 2026GE Vernova supplies critical power equipment with a multi-year backlog driven by rising electricity demand and is supported by strong management.
- EQTMar 2026EQT is a major U.S. natural gas producer with vertical integration and efficient long-lateral drilling, positioned to benefit from abundant U.S. gas demand.
- Vertex PharmaceuticalsMar 2026Vertex Pharmaceuticals is the CF market leader with expanding non-CF pipeline and multiple new products targeting multi-billion-dollar opportunities.