Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Miller Howard sees midstream energy infrastructure poised to capitalize on two structural tailwinds: LNG export growth accelerated by Middle East supply disruptions and data center buildout requiring natural gas infrastructure. With the largest pipeline capacity additions since 2008 planned through 2028, the manager expects strong cash flow generation to drive distribution growth and deleveraging across the 16-position portfolio focused on natural gas midstream companies.
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Miller Howard sees midstream energy infrastructure poised to capitalize on two structural tailwinds: LNG export growth accelerated by Middle East supply disruptions and data center buildout requiring natural gas infrastructure. With the largest pipeline capacity additions since 2008 planned through 2028, the manager expects strong cash flow generation to drive distribution growth and deleveraging across the 16-position portfolio focused on natural gas midstream companies.
