You're not wrong. I'm interpreting it more from the asset manager's perspective than the company's. You're correct in that they are making a conscious choice to

You're not wrong. I'm interpreting it more from the asset manager's perspective than the company's. You're correct in that they are making a conscious choice to maybe forgo a profit on oil in order to bet on something more speculative. That's just the thesis they are going with and may adversely effect performance.