Mlp Plays In Energy Infrastructure
TWST: Please set the stage for our readers with a snapshot of your coverage.
Mr. Siegel: At the moment we follow primarily energy-related master limited partnerships, ranging from pipeline entities to gathering and processing MLPs, as well as several C-Corps that at the moment include Kinder Morgan, Inc. (KMI), CenterPoint (CNP) and NiSource (NI). For the most part our investment theme is looking at entities that are benefiting from the burgeoning drilling activity and required infrastructure around the shale plays in the U.S.
TWST: How would you characterize that market overall right now?