MLP

Total Return Focused

Capital appreciation enhanced returns in excess of the underlying yield

Experienced Team

Deep understanding of industry dynamics and their effects on asset level earnings

Risk

Institutional level of risk management that seeks to optimize risk-adjusted returns

Our Philosophy

We approach investing with patience and discipline. The investment philosophy rests on our core conviction that long-term preservation and accumulation of wealth can best be achieved through a combination of attractive valuations and thorough assessment of the quality of the companies in which we invest.

We believe:

This inefficiency results in mispriced total return opportunities

A partnership’s ability to exploit industry economics is the key to driving the fundamental outlook

Evaluating energy infrastructure equities through the lens of a growth investor allows us to generate material long-term alpha

Our growth focus produces less volatility than a dividend-only strategy

Portfolio and Process Construction

We utilize bottoms-up, fundamental research, combined with a deep expertise of the Energy sector across the investment team, to identify our investment opportunities. Our unique growth process is designed to produce a high-conviction portfolio of 25-35 holdings that exhibit a total return profile higher than the peer group. We employ institutional levels of risk control to ensure our portfolio delivers those return at the optimized risk level.