Sector Expert: Hinds Howard
Hinds Howard leads CBRE Clarion's MLP investment team. CBRE Clarion is an asset management firm with more than $25B in assets under management. Prior to joining CBRE Clarion Securities in 2013, Howard was a portfolio manager and partner managing separate accounts with a MLP investment focus at Guzman Investment Strategies. While at Guzman, Howard managed client portfolios investing in MLPs and North American energy securities. He previously worked for Lehman Brothers, analyzing and modeling public and private energy MLPs, first in the investment banking division and subsequently for an investment fund investing in MLPs. He has more than 10 years of MLP investment experience. Howard earned a master's degree in business administration from Babson College, and a bachelor's degree in finance from Boston University (summa cum laude). He has been the author of a blog on MLPs since 2009 (mlpguy.com).
Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries.
Master Limited Partnerships (MLPs) started to enter the limelight in 2011, but the best may be yet to come. Low interest rates are acting as a tailwind in the space, and the sector experienced its best performance in Q1/13. Hinds Howard, chief investment officer of Guzman Investment Strategies and author of the MLP HINDSight blog, tells The Energy Report about the unprecedented growth MLP funds are enjoying. He names the top performers, reveals the pros and cons of this complex investment vehicle and shares his secrets for wringing the most value out of it.
MLPs may be the best-kept secret on Wall Street. Representing the midstream segment of the energy supply chain, Master Limited Partnerships offer stable returns through U.S. energy infrastructure investment. In this exclusive interview with The Energy Report, Fund Manager Hinds Howard explains the peculiarities of this growing niche market and shares some quality stocks at fire-sale prices.
"I would include ETP in a portfolio that includes low-yield and high-yield names."
The Energy Report Interview with Hinds Howard