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