Eric Nuttal from his Feb.05 playbookIT IS NOT TOO LATE BUT THE WINDOW IS CLOSING.The energy sector was one of the biggest losers from COVID19 in 2020does it not make sense that it will be one of the largest beneficiaries in 2021 as vaccine rollout leads to a normalizing economy? The Ninepoint Energy Fund has achieved maximum upside capture in 2020 and YTD and is ideally positioned for the improving oil fundamentals that get better by the day. Why would you try to choose energy stocks yourself when we live and breathe this sector, have relationships that allow us to do things like buy 9.9% of Athabasca Oil from Equinor at a distressed price and see it rally by 120% in 1.5 weeks, have large embedded tax losses in the Fund, and dynamically reweight positions on a constant basis? Our performance speaks for itself. Eric Nuttall Senior Portfolio Manager Ninepoint Partners