Cheniere Energy (LNG) Benefited from Supply Constraints

TimesSquare Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted stocks like Cheniere Energy, Inc. (NYSE:LNG). Cheniere Energy, Inc. (NYSE:LNG) is an energy infrastructure company that engages in the production and distribution of liquefied natural gas (LNG)

Fuente original: Yahoo Finance (https://finance.yahoo.com/energy/articles/cheniere-energy-lng-benefited-supply-141954401.html)