TWST: Please start with a snapshot of your coverage universe.

Mr. Edwards: We're focused on the energy master limited partnerships. Our coverage is spread around as far as subsectors go, and we have pieces of most of them. We cover a number of gas-processing companies, a number of companies that are involved in oil, gas, refined-product transportation and storage, a couple of companies that are on the upstream side, and one of the propane companies. So it's pretty diversified.

TWST: It may depend on which subsector you're talking about, but what is your overall sentiment on the space right now and why?