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Forget Big Oil: Fund manager names 4 stocks to trade the energy transition
Published Sun, Mar 21 2021 7:25 PM EDT Sam Meredith @smeredith19 Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email The wind energy park Odervorland in the district of Oder-Spree in Brandenburg, Germany. Patrick Pleul | picture alliance | Getty ImagesLansdowne Partners fund manager Per Lekander has named a number of stocks to buy to trade the world's energy transition in the coming years – and they're not Big Oil.
Although Lekander said oil and gas companies were currently experiencing an unbelievable market environment — supported by robust commodity prices and improving margins — he warned that this would likely be temporary, and said they had a terrible future.
Instead, Lekander, whose Lansdowne Energy Dynamics Fund won best sector specialist at this year's Investors Choice Award, argued that investors should be looking elsewhere for longer-term trades.
Here are the stocks backed by Lekander:
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