People

Warren Pies

Warren Pies

Formal First Name
Warren
Location

Warren Pies is Co-Founder and Strategist of 3Fourteen Research, a next generation investment research firm that combines unique macro insights and rigorous data science. In his role, he works closely with a team of analysts, data scientists and developers who are experts in machine learning, time series analysis, and application development. Prior to co-founding 3Fourteen, he was Chief Energy Strategist at Ned Davis Research, a leading independent research firm, where he built commodity-related studies, models, and unique indicators. He was responsible for NDR's energy recommendations and positions, where he combined proprietary fundamental, technical, and macro indicators in identifying major investment themes and market trends affecting the capital markets. He also writes commodity publications with a particular focus on crude oil, natural gas, and energy sector equities, including MLPs. 

Professional Experience


Academic History

INVESTING APPROACH

  • Warren is a macro and fundamental equity researcher, writer, and investor, with a focus on energy sector equities and Master Limited Partnerships.

  • His investment philosophy is based on a top-down macro process with a quantitative tilt.

  • He believes that the oil price curve is a reflection of the current oil price market conditions.

  • He uses inventory models and other indicators to predict price movement in oil.

  • A strong believer in contrarian investing, he is not afraid to go against the grain and invest in assets that are out of favor with the market.


EARLY CAREER

  • He worked as a practicing attorney specializing in regulatory approvals for various industrial activities and projects.

  • He provided legal counsel to a wide variety of corporate clients, local governments, and individuals.

  • He has also owned, operated, and sold a portfolio of self-storage properties to a national REIT.


RECOGNITION


MEDIA & APPEARANCES