Our Differentiators

Long History of MLP Investing

  • Founded in 2003
  • Early pioneer in managing MLP portfolios

18-Person Investment Team

  • Large group of dedicated investment professionals with diverse backgrounds
  • Deep understanding of companies across the energy supply chain and beyond

Coverage and Knowledge of the Entire Energy Supply Chain and Beyond

  • Products across the entire energy supply chain, plus North American Renaissance companies
  • Portfolio Managers and Analysts covering Upstream, Midstream, Downstream and North American Renaissance companies

Two-Person Risk Management Team

  • Independent risk metric calculation and monitoring to support portfolio construction and review
  • Authority to execute risk management protocol when necessary to maintain agreed upon investment risk parameters
  • Quantitative performance contribution and risk allocation measurement to facilitate alignment of portfolio positions with conviction levels

Disciplined and Focused Investment Process

  • Managing energy-related portfolios is all we do
  • Detailed, proprietary modeling of each portfolio company to understand operational and balance sheet risks