Advisory Research Investment Management
The Advisory Research MLP & Energy Income Fund invests in publicly traded equity and debt securities of master limited partnerships (MLPs) and in equity and debt securities of other companies focused in the energy infrastructure sector. The Fund will purchase securities across the capital structure of MLPs and their affiliates with the goal of providing greater liquidity and lower volatility with a high correlation to MLP returns. The Fund seeks to provide investors with the following benefits:
- High yields relative to other yield focused investments.
- Increased opportunity set by investing across the capital structure.
- Increased liquidity.
- High portfolio income with lower volatility.
- Alpha opportunity through asset allocation among MLPs, energy infrastructure equities, investment grade and high yield bonds.
MLP & Energy Income Fund Fact Sheet
The MLP & Energy Income Fund provides core characteristics that typically make MLPs attractive, while also addressing investor concerns about the MLP asset class.