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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Miller Howard Investments Infrastructure. This analysis is provided for institutional research purposes only and is not investment advice.
"AI disruption threatens high-multiple growth stocks with long-duration cash flows, driving rotation toward dividend-paying HALO companies with physical moats. Miller/Howard's dividend strategy provides mathematical protection against growth chasing while delivering high current income at reasonable valuations, positioning the firm advantageously as markets rebalance away from vulnerable mega-cap growth names."
AI disruption threatens high-multiple growth stocks with long-duration cash flows, driving rotation toward dividend-paying HALO companies with physical moats. Miller/Howard's dividend strategy provides mathematical protection against growth chasing while delivering high current income at reasonable valuations, positioning the firm advantageously as markets rebalance away from vulnerable mega-cap growth names.
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