Portfolio Managers

Toby Loftin

Toby Loftin

Managing Principal & PM
Ben Cook, CFA

Ben Cook, CFA

Portfolio Manager
43186416

BP Capital TwinLine Midstream SMA

The BP Capital TwinLine Midstream Separately Managed Account seeks core investments in well-capitalized, semi-monopolistic assets, governed by properly-aligned incentives.

Calendar Year Returns (net of fees)

wdt_IDFund201020112012201320142015201620172018
1BP Core Midstream MLP Strategy*36.1916.7612.3038.5317.24-27.8122.10-5.62-1.05
2Alerian MLP Index21.2413.874.8027.594.80-32.5918.31-6.52-12.42

Annualized Returns**

 

Disclosures

As of December 31, 2018; *Net of fees; **Since Strategy inception 5/27/2010. Partial period for Lipper Energy MLP Funds category (launched on 12/31/2012) – note characteristics and weightings are from representative sample portfolios.

All investments carry a certain degree of risk, including the possible loss of principal. There is no assurance that an investment will provide positive performance over any period of time. There are specific risks that apply to investment strategies. These risks should be reviewed carefully before taking any investment action. Since no one investment style or manager is suitable for all types of investors, this site is provided for informational purposes only. The statements contained herein are the opinions of BP Capital Fund Advisors, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. This site contains no investment advice or recommendations. Past performance is no guarantee of future results. Separately managed accounts programs have varying terms. The performance data herein represents the aggregate return of all separately managed accounts (clients) advised by the firm. Individual investor results will vary. One cannot invest in an index. The performance of indices shown may not fully reflect management, performance or other fees and expenses that may be incurred to invest in an indices’ underlying securities. References to indices herein are for informational and general comparative purposes only. There are significant differences between such indices and the investment program of the Fund. The Fund does not invest in all or necessarily any significant portion of the securities, industries or strategies represented by such indices. References to indices do not suggest that the Fund will, or is likely to achieve returns, volatility or other results similar to such indices. Indices are not managed and have no fees and expenses. An investment cannot be made directly in an index.

Portfolio Managers

Toby Loftin

Toby Loftin

Managing Principal & PM
Ben Cook, CFA

Ben Cook, CFA

Portfolio Manager
43186416