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BP Core Midstream MLP Strategy and Process

The Strategy invests primarily in core midstream Master Limited Partnerships (MLPs) involved in the transportation, storage and processing of oil and gas. Our fund management strategy and process is optimized to discover and exploit attendant investment opportunities.

Investment Strategy

The Strategy seeks to maximize total returns via capital appreciation as well as significant current income, typically treated as “return of capital” to the investor.

Target Characteristics of Portfolio Holdings:

  • Largely investment-grade or supported by an investment-grade sponsor
  • Exposed to stable, long-term energy demand growth trends in North America
  • Assets are positioned in a way that may be difficult for competitors to replicate
  • Cash flows which grow with inflation, supported by strong counter-parties
  • Strong balance sheet metrics, sufficient cash flows to support an attractive yield

Investment Process

The MLP fund investment process considers a broad range of carefully selected macro and micro factors.

These factors are systematically assessed and analyzed to identify key insights and candidate investment opportunities — which are in-turn validated then selectively exploited to create investor value amid changing supply, demand and environmental conditions.

Investment Management

The Core Midstream Management team possesses the experience, instincts, and access to industry leaders to identify uncommon insights and put them to work for fund investors.

Anthony Riley, CFA

Anthony Riley, CFA

Portfolio Manager
Ben Cook, CFA

Ben Cook, CFA

Portfolio Manager
Toby Loftin

Toby Loftin

Managing Principal & PM
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Core Midstream MLP Strategy in Action

Investment decisions for the BP TwinLine MLP Fund and Core Midstream MLP SMAs are made in accordance with the BP Core Midstream MLP Strategy and process. Explore the TwinLine MLP Fund and Core Midstream MLP SMA details to learn more.

Singular Focus, Multiple Investment Vehicles

We are exclusively energy-focused while offering multiple investment vehicles for the individual and institutional energy investor. Our Core Midstream MLP Strategy and its associated TwinLine MLP Fund and Core Midstream MLP SMAs present one set of options. Explore our Energy Strategy and and view our investment vehicles to learn more.