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
- Unique strategy: A “best ideas” fund that invests across the capital structure of MLPs and energy infrastructure companies – the strategy creates an MLP fund for all seasons.
- Offers a high degree of correlation to an MLP equity-only approach but with significantly less volatility.
|Target Market:||Publicly-traded MLPs, energy infrastructure debt and energy infrastructure equities|
|Inception Date:||June 30, 2010|
|Investment Vehicles:||Separately Managed Account
|Portfolio Managers:||Jim Cunnane