Separately Managed Accounts

MLP Equity

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.

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

Key Facts

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

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