In this episode of InFocus, TriCert Investment Counsel Portfolio Manager Candis Fitch, CIM®, CIWM, and fellow Portfolio Manager Grayson Waechter, CFA®, discuss key developments shaping the resource sector. They explain the reclassification of pipelines into the energy sector, highlighting how this change gives portfolio managers greater flexibility in aligning client portfolios with risk preferences.
The conversation also explores the impact of global tariffs, OPEC production shifts, and the continuing Russia–Ukraine conflict on oil prices. With insights into Chevron’s acquisition of Hess and Exxon’s recent expansion, Candis and Grayson examine how strong balance sheets, low-cost production, and healthy dividends support the case for holding energy in certain client portfolios.
Recorded on August 26, 2025
Grayson Waechter, CFA®
Grayson Joined TriCert Investment Counsel in 2015. As a Portfolio Manager, Grayson is responsible for researching and monitoring our investments in the Materials and Oil & Gas sector. Grayson has attained several licences and accreditations throughout his career from various governing financial services bodies and is a CFA® charterholder.
