In my opinion, Cheniere Energy (NYSE: LNG ) is one of, if not the most strategically positioned companies in the global energy sector. As the largest U.S. exporter of liquefied natural gas (NYSE: LNG ), it plays a centralI take a long-term, top-down approach to investing, starting with macro and secular trends. I focus on durable themes shaping the future and drill down to industries and companies with strong fundamentals, proven management, and attractive valuations. My portfolio is anchored in long-term i ...