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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 24, 2026 | Miller Howard Investments MLP Strategy | 1.9% | 6.0% | AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB | Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines | The midstream energy industry is healthy with declining leverage, stronger balance sheets, and shareholders being rewarded through higher dividends and share buybacks. New tailwinds have developed including natural gas exports, data centers, and electrification trends driving demand growth. Data centers represent a significant tailwind for natural gas demand, with the US expected to see an additional 20-25 Bcf/d of incremental natural gas demand through 2030. However, this tailwind will not fully impact midstream cash flows until 2027. Distribution increases were prominent with 6 of 16 holdings announcing dividend increases this quarter, averaging 7.5% year-over-year growth. Rising dividends are expected as midstream cash flows increase from growing demand. Natural gas exports represent a key growth driver for the midstream sector. However, concerns about LNG supply/demand fundamentals weighed on some stocks, and potential Russian gas returning to Europe could negatively impact US natural gas exports. | View | |
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AM, EPD, SUN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||