Advisory Research Investment Management

Solutions

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

MLP Equity

MLP Equity

Investment Strategy

The MLP Equity strategy seeks a high level of total return and a growing cash yield. It offers low correlation to the broader equity market over the long term.

The strategy provides a portfolio consisting primarily of publicly traded partnerships and equities focused in the natural resources and energy infrastructure industries. Due to the nature of MLPs, tax-aware portfolio management is a very important aspect of our process for clients subject to taxes.

The MLP Equity Opportunity

  • Experience: MLP investor since 1995.
  • Institutional-quality team: 14-person dedicated team with 15 years average industry experience.
  • Income alternative: MLPs tend to generate a high and growing distribution.
  • Unique investment process: The MLP team identifies industry and market themes and then applies bottom-up, company-specific cash flow models for every MLP in our coverage universe.

Manager Commentary

Advisory Research MLP Commentary 3Q 2017
Advisory Research MLP Commentary August 2017
Advisory Research MLP Commentary 2Q 2017
Advisory Research MLP Commentary 1Q 2017

Key Facts

Target Market: Publicly-traded MLPs and energy infrastructure equities
Inception Date: March 31, 1995
Investment Vehicles: Separately Managed Account
Mutual Fund
Portfolio Managers: Jim Cunnane
Quinn Kiley

Thought Capital

MLPs – A Good Time to Invest?

Read More

MLP Team: Our View of Hurricane Harvey’s Impact

Read More

2Q 2017 MLP Market Commentary

Read More