Midstream Energy/MLP

Philosophy

The Midstream Energy/MLP team believes that structural inefficiencies of the Midstream market create opportunities for growth investors. Through extensive fundamental research the team seeks to identify under-priced growth opportunities.

Process

Our process is focused on in-depth fundamental research and identifying companies with well positioned assets across the entire energy value chain. Equally important is that these assets are controlled by proven and experienced management teams. This fundamentals based approach allows for the identification of underpriced growth opportunities.

The portfolio generally holds 30-40 entities (MLP, GP, LP, C-Corp) and focuses on investments in stock and equity units of companies that own and operate midstream energy assets. Generally, the Midstream Energy/MLP strategy holds 5% or less in cash and the top 10 holdings typically will not exceed 70% of the portfolio.

Objective

The Midstream Energy/MLP strategy seeks to provide attractive total return and to outperform the Alerian MLP Index over a full market cycle. While yield is a consideration, the portfolio is managed to maximize total return.

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Strategy Snapshot

  • Growth at a reasonable price
  • Lead PM with 30 years of experience in debt and equity
  • Exploit structural inefficiencies that cause systematic undervaluation of growth-oriented midstream assets
  • Invest across all midstream assets  

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