Mission Holdings

Mission Holdings

Dana McGinnis launched Mission Advisors in 2003 as an investment advisory firm based in San Antonio. The firm operates mainly in the energy sector and serves institutional and high-net-worth clients through multiple energy-related funds. Its strategy centers on identifying businesses, partnerships, and royalty companies with leverage and exposure to the Permian Basin. The firm’s investment approach focuses on a limited number of high-quality energy-related securities, combining fundamental requirements with macroeconomic energy data. Mission Advisors seeks midstream companies located primarily in the Permian Basin for its MLP investments, and also pursues mineral rights and royalty opportunities. The portfolio is managed tactically to capitalize on the Permian’s cost advantages and production growth, with a stated conviction that the basin could become the largest oil-producing area globally. Geographic focus is primarily the Permian Basin in Texas, with consideration for other strategically located areas. Mission Advisors operates from its San Antonio office at 5150 Broadway. The firm’s team is led by Dana McGinnis, who authors regular portfolio manager updates for investors. In April 2018, McGinnis reported that the fund experienced a correction amid broader energy market weakness, but maintained a positive outlook on Permian Basin operators due to their cost structure and regulatory tailwinds. Mission Advisors is structured as an SEC-registered investment adviser with a concentrated energy mandate, a niche that distinguishes it from more diversified family office peers. The firm’s long-term focus on Permian Basin energy assets creates a structural alignment with a specific geographic and sector thesis rather than a broad multi-asset approach.