$7B

Assets Under Management

79%

Tax-Exempt Investors

13

Team Members

WHAT WE DO

We primarily invest in North American midstream, listed and energy infrastructure and renewables markets, with a focus on income-oriented securities.

Diligence & Scale

We are committed to maintaining a diligent and repeatable process on behalf of the institutions that entrust us with their capital. We bring an expert, boutique perspective and are integrated into one of the world’s leading alternatives platform. This results in a differentiated outlook based on our proprietary models and research effort.


Client Focus

We work closely with institutional clients to understand their goals and to, where appropriate, build a tax-efficient portfolio. Our team of industry experts is focused on generating alpha and risk-adjusted total returns. We use a rigorous bottom-up fundamental analysis that provides us with unique insight into evaluating investments and formulating investment portfolios.

Core Sectors

Energy

  • Transportation
  • Storage
  • Processing
  • Renewables

Utilities

  • Electric Generation
  • Electric Transmission
  • Electric Distribution
  • Gas/Water Distribution

Transportation

  • Rails
  • Toll Roads
  • Airports
  • Ports

Digital Infrastructure

  • Cell Towers
  • Fiber Optics
  • Data Centers

Note: All figures are as of March 31, 2024.

“In a world returning to normalcy, starving for both yield and liquidity, hunting for free cash flow, and battling elevated inflation – we believe the essential assets we own for our institutional investors will continue to perform well.”

Eric Conklin

Senior Managing director