Corigliano Investment Advisers, LLC
Corigliano Investment Advisers, LLC is an alternative asset manager founded in 2022 and headquartered in Raleigh, NC. The firm focuses exclusively on the energy sector with deep technical and sector expertise. The founder, Mark Corigliano, brings nearly 30 years of industry experience including hedge fund management, private equity, academia, renewable operations, and petroleum engineering. Supported by three senior analysts with extensive energy backgrounds, the firm seeks to provide institutional-quality management for investors seeking disciplined energy exposure.
Investment Strategy
Corigliano Investment Advisers deploys an energy sector-focused strategy, seeking the best-managed North American energy companies benefiting from long-term higher global energy prices. The firm employs fundamental research, proprietary analytics, and technical expertise to identify companies positioned for growth, while shorting structurally disadvantaged or overvalued entities in both traditional and new energy areas. With a net exposure typically between 25% and 45%, their goal is to generate substantial risk-adjusted returns with lower volatility than sector ETFs, unconstrained by political agendas and emphasizing risk control. The strategy spans exploration, production, oil field services, midstream, downstream, and selective international companies and approaches renewables with careful skepticism.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CTRA | COTERRA ENERGY INC | 8.98% | $28.5M | 1,123,700 | $25.38 | $25.38 | +$28.5M |
G GPOR | GULFPORT ENERGY CORP | 7.45% | $23.7M | 117,600 | $196.14 | $201.17 | +$17.3M |
A AR | ANTERO RESOURCES CORP | 5.95% | $18.9M | 468,700 | $40.32 | $40.28 | +$13.6M |
I IMO | IMPERIAL OIL LTD | 5.17% | $16.4M | 206,600 | $79.48 | $79.48 | +$16.4M |
M MUR | MURPHY OIL CORP | 4.81% | $15.3M | 678,500 | $28.01 | $22.50 | +$540.3K |