Energy Income Partners has employed a time-tested growth and income investment approach since 2003 focusing on investments in steady fee-for-service businesses in energy infrastructure such as pipelines, storage facilities and terminals and in regulated electric utility and renewable power generation. Investments are publicly traded with a particular focus on Master Limited Partnerships (MLPs) and their affiliates, Yield Corporations (YieldCos) pipeline and power utilities in the U.S. and Canada.

EIP’s philosophy pursues competitive absolute returns over a long time horizon.  Our approach is fundamentally based and conservative.  We invest in quality, not deep value.  This approach works for us because it fits our skills and our conservative personalities and results in a portfolio that achieves its return objectives with less volatility by making fewer mistakes.

This approach is not for everyone.  We seek investors who understand our approach and are willing to invest alongside the partners at EIP.

This is how the partners at EIP manage their own capital. We care about total return not benchmarks.  We care about the tax impact of turnover.  We care about multi-generational wealth transfer. Understand that we are very long-term investors.

Infrastructure

Finding companies with long-lived fixed assets providing essential services that have monopoly-like competitive advantages

Potential inflation protection

Focused on businesses growing their earnings and dividends with inflation through regulated cost pass-through mechanisms

Non-cyclical

Seeking to limit exposure to commodity prices and variable margin businesses

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Investor Call and Market Update

October 24, 2017 – REPLAY AVAILABLE

Speaker:

Jim Murchie

This call reviewed the topics below:

  • Why own boring energy infrastructure?
  • What about MLP dividend cuts?
  • Correlations to oil prices.
  • Earnings quality up / valuations down.
  • Capital spending & growth: Why less is more.
  • It’s all about costs: Low is good.

contact ir@eipinvestments.com for more information

EIP Inside

 

Watch Jim Murchie’s classic interview with Forbes.com

 

Jim Murchie Headshot Photo