Midstream Equities: Company Cash Payouts Inflecting, Time for Another Look
Summary: Favorable year-to-date 2019 midstream energy equity performance is reflecting improved sector appeal that, in our opinion, is being driven in part by a brightening outlook for rising midstream MLP distributions and C-Corp dividends to investors. Historically,...
Energy Equities: Foreign Demand Pull – U.S. Energy Exports Driving U.S. Midstream Company Growth
At BP Capital Fund Advisors, we believe a differentiating aspect of the TwinLine MLP fund is our investment approach, which emphasizes a preference for assets that sit closer to the end user along the midstream value chain. In practical terms, volume throughput on...