Investing pros tell how they are positioning their portfolios as the U.S. oil industry faces greater regulation, higher costs, and a supply cut

In a recent article for Business Week, Tom Nelson, fund manager at Guinness Asset Management and some other industry investment pros reflect on how the BP deep water oil spill could cloud fund managers views on portfolio compostion. It’s likely that investment managers will almost certainly have to revise their return assumptions for certain companies with significant deepwater exposure  as higher costs of regulation, safety procedures, and insurance, become clear.

To read the article in full and to view Tom’s comments please click here.