MLP Separately Managed Account Strategy

MLP Separately Managed Account

The Westwood Salient MLP SMA seeks to maximize total return (capital appreciation and income) by investing in MLPs and energy infrastructure companies.

Philosophy & Approach

  • The strategy offers access to an expansive universe of MLPs and MLP-related companies, providing the potential to capture a broad range of energy infrastructure opportunities.
  • Salient’s portfolio management team is located minutes from 51% of the midstream companies within the MLP universe based on market capitalization.
  • Energy and infrastructure assets may perform better during inflationary periods due to inflation-indexed revenue contracts that can keep up with rising prices.

Vehicles and Minimums

Separately Managed Account $100,000

Key Characteristics
as of 03/31/24

Related Materials Learn the Fund Story


Performance (%)
as of 03/31/2024

QTDYTD1-Yr Annualized3-Yrs Annualized5-Yrs Annualized10-Yrs AnnualizedSince Inception
MLP Separately Managed Account Net of Fees11.9811.9828.9324.199.363.0410.64
Alerian Energy TR Index13.8913.8938.4629.4411.463.058.59
Alerian Midstream Energy TR Index10.1510.1524.6320.4610.454.75N/A

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please call +1 (877) FUND-WHG.

*YTD figure is calculated as of the most recent month end.

See disclosure

MLP Separately Managed Account Portfolio Managers

Westwood Multi-Asset Perspectives: A New Alternative to Tradition...

The Westwood Alternative Income strategy is a market neutral strategy that’s positioned to take advantage of both yiel...

Learn more

Anticipate The Problem: Inadequate Risk Diversification

Bottom-up Multi-Asset investing can bring something very powerful and unique to a portfolio in the current environment ...

Learn more