In an environment of volatile commodity prices, regulatory uncertainty, and technological displacement, Kayne Anderson remains steadfast in our positive outlook for the energy and natural resources sector.
Marketable Energy & Infrastructure Equity
Senior investment team has been working together continuously for over 10 years, with an average experience of 16+ years across the broader team
Highlights
Kayne investment professionals are among the most experienced in the sector with a 20-yr track record investing in marketable energy & infrastructure
Generate thorough, differentiated fundamental research and enforce high standards
Look for well-positioned businesses and misunderstood situations
Kayne has earned a strong reputation by working constructively with management teams
Strategy
With the growth in the industry, selection is critical to generating strong returns and our focused approach gives us a unique position
Invest in an unconstrained portfolio of energy & infrastructure investments
Universe includes MLPs, corporations, Canadian infrastructure and private transactions
Leveraging a successful track record, our dedicated in-house midstream and upstream expertise and experience gives us a unique ability to understand flows and regions and get access that other firms cannot.
Our energy & infrastructure investment strategies seek to provide:
Yield + Growth with a long-term investment perspective
Good opportunities to invest in midstream/MLPs which are attractively valued in today’s rate environment
An ability to capitalize on a strong macro environment for energy & infrastructure investing
We focus primarily on hard asset businesses that generate stable, predictable cash flows, and provide attractive current yields with long-term growth through prudent capital deployment.
In keeping with Kayne Anderson’s niche investment focus, we pay particular attention to under-followed, complex or otherwise misunderstood situations where we believe securities have become mispriced.
We employ a rigorous, fundamentally-driven, value-oriented investment process to identify energy & infrastructure investments that will generate attractive risk-adjusted returns.