Separately Managed Accounts

MLP Balanced

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 Balanced strategy seeks a high level of total return and a growing cash yield. The strategy seeks to match the performance of the Alerian MLP Index over a market cycle with significantly less volatility and a high degree of correlation.

The strategy provides a portfolio that focuses on the securities of MLPs and their affiliates. The portfolio holdings include MLPs as well as equity and debt securities of energy infrastructure companies.

The MLP Balanced Opportunity

Key Facts

Target Market: Publicly-traded MLPs, energy infrastructure debt and energy infrastructure equities
Inception Date: June 30, 2010
Investment Vehicles: Separately Managed Account
Mutual Fund
Portfolio Managers: Jim Cunnane
Quinn Kiley

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