Iran conflict roils market, Kallar oil fund surges 18% in March.

date
02/04/2026
Keller Capital's oil fund surged more than 18% in March, achieving the second best monthly performance in the fund's history. The conflict in Iran has disrupted the global energy market, but also brought profit opportunities. According to an investor letter seen, the company achieved overall gains in March and has risen approximately 11.4% year-to-date. Keller Capital's Chief Investment Officer, Brent Belote, wrote that the impact of this crisis will continue to affect the energy, fertilizer, chemical, and shipping markets in the coming months and even years, and these environments present opportunities for the company.