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 4 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.
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.