What smart money is saying about VH Global Energy Infrastructure
ENRG.L
2 funds in our archive have pitched VH Global Energy Infrastructure — most recently AVI MIGO Opportunities Trust in September 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in VH Global Energy Infrastructure, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 2 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“VH Global Energy Infrastructure (ENRG) was the largest detractor following a disappointing price for the sale of its US terminal storage asset.”
VH Global Energy Infrastructure - HoldsMIGO Opportunities TrustMarch 2026
“Our largest holding, VH Global Energy Infrastructure (ENRG), has been buoyed by the positive management commentary around early interest in the assets after adopting a wind-down in May 2025.”
VH Global Energy Infrastructure
Fund coverage · 2 theses
- AVI MIGO Opportunities TrustSeptember 2026
VH Global Energy Infrastructure offers a margin-of-safety case with mid-teens bear-case IRR and potential near-term capital returns from asset sales.
Read the full thesis - AVI Worldwide Opportunities FundSeptember 2026
VH Global Energy Infrastructure is an infrastructure and renewable asset vehicle where asset sales, margin of safety and potential capital returns underpin the case.
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