Institutional Investors - Cushing Asset Management

We offer multiple MLP and energy infrastructure investment strategies to meet the needs of institutional investors. We have solutions designed for the needs of high net worth individuals and institutional investors, including public and private pension plans, sovereign wealth plans, Taft-Hartley-plans, foundations, endowments and other charitable organizations, insurance companies and family offices. We offer long-only and long-short separately managed accounts and private funds, including investment vehicle options for investors with specific tax and liquidity needs.

Please click on the links below – either based on Strategy or Vehicle – to show our available products based on your needs.

Products by Strategy
Products by Vehicle

Products by Strategy

Upstream

We currently only offer retail products in the Upstream space.

Midstream

Long-Only Separately Managed Accounts

Cushing^® MLP Alpha Total Return Strategy

The Cushing MLP Alpha Total Return Strategy is a long-only strategy that invests in midstream companies with a focus on high after-tax total return. Investments include primarily midstream Master Limited Partnerships (MLPs) that own pipeline, transportation, storage and treatment assets serving crude oil and natural gas producers. The Strategy’s portfolio managers use an in-depth research approach as the cornerstone to a disciplined investment management process. The Strategy seeks to deliver the potential benefits of the MLP asset class (capital appreciation and current income) to investors.

Investment Focus   Midstream MLPs
Suitable For   Clients primarily seeking capital appreciation and current income
Portfolio Managers      Libby Toudouze, John Musgrave
Investment Process   Top down themes, bottom up fundamental analysis
Inception June 2006
# of Holdings Typically 25 to 35
Position Weights           Typically 2% to 7%
Turnover   Typically 20% to 40%
Available Vehicles   Separately Managed Account, Insurance Dedicated Fund, UCIT, Collective Investment Trust (CIT)

Cushing^® MLP Core Strategy

The Cushing MLP Core Strategy is a long-only strategy that invests in midstream companies. The Strategy seeks a balanced blend of capital appreciation and current income with a focus on larger capitalization, investment grade “midstream” Master Limited Partnerships (“MLPs”) that have a “tollroad” nature business model that is primarily fee based. These companies own pipeline, transportation, storage and treatment assets serving crude oil and natural gas producers. The strategy will also consider a diversified group of midstream MLPs and opportunistic allocations to invest in MLPs involved in other segments of the natural resources sector such as propane and coal. The Strategy’s portfolio managers use an in-depth research approach as the cornerstone to a disciplined investment management process. The Strategy seeks to deliver the potential benefits of the MLP asset class (capital appreciation and current income) to investors.

Investment Focus        Midstream MLPs
Suitable For                    Clients primarily seeking balance of capital appreciation and current income
Portfolio Managers Libby Toudouze, John Musgrave
Investment Process    Top down themes, bottom up fundamental analysis
Inception March 2010
# of Holdings   Typically 25 to 35
Position Weights Typically 2% to 7%
Turnover                         Typically 20% to 40%
Available Vehicles Separately Managed Account, Commingled Fund, Insurance Dedicated Fund, UCIT

Long/Short Hedge Funds

Long/short MLP Strategy

Please call 214.635.1690 or email institutional@cushingasset.com for more information.

Offshore Products

Hedge Funds

Please call 214.635.1690 or email institutional@cushingasset.com for more information.

Renaissance

Long-Only Separately Managed Accounts

Cushing^® Renaissance Strategy

The Cushing Renaissance Strategy is a long-only strategy that invests in publicly traded equities anticipated to benefit from the “energy renaissance” in North America. The Strategy seeks a total return through investments across four primary sectors:(i) energy production, energy transportation as well as oil and gas services companies, (ii) energy-intensive U.S. industrial and manufacturing companies, (iii) transportation and logistics companies involved in the transport of raw materials, feedstock and finished energy products, (iv) engineering and construction companies as well as other businesses involved in the construction and servicing of new manufacturing and industrial projects. The Strategy’s portfolio managers use both fundamental and qualitative analysis to build a portfolio designed to take advantage of changing dynamics in the energy, industrial and manufacturing sectors. The Strategy seeks to deliver the potential benefits of investing in the North American “energy renaissance”.

Investment Focus Energy companies, energy-intensive U.S industrial and manufacturing companies, transportation and logistics companies, engineering and construction companies and related businesses

Suitable For Clients seeking total return

Portfolio Managers Libby Toudouze, Saket Kumar and Matt Lemme

Investment Process Top down themes, bottom up fundamental analysis

Inception November 2013

# of Holdings Typically 25 to 35

Position Weights Typically 2% to 7%

Turnover Typically 20% to 40%

Available Vehicles Separately Managed Account

Clean Energy

Long-Only Separately Managed Accounts

Cushing^® Clean Energy and Sustainability Strategy

Products by Vehicle

Separately Managed Accounts

Cushing^® MLP Alpha Total Return Strategy

Cushing^® MLP Core Strategy

Cushing^® Renaissance Strategy

Suitable For Clients seeking total return

Portfolio Managers Libby Toudouze, Saket Kumar and Matt Lemme

Investment Process Top down themes, bottom up fundamental analysis

Inception November 2013

# of Holdings Typically 25 to 35

Position Weights Typically 2% to 7%

Turnover Typically 20% to 40%

Available Vehicles Separately Managed Account

Cushing^® Clean Energy and Sustainability Strategy

Hedge Funds

Long/short MLP Strategy

Please call 214.635.1690 or email institutional@cushingasset.com for more information.

Offshore Products

Hedge Funds

Please call 214.635.1690 or email institutional@cushingasset.com for more information.