K

ayne Anderson has been investing in energy infrastructure marketable securities in its commingled funds since 1998.

Since then, we have grown to become one of the largest and most respected investors in the space.

Investing with Kayne

Why Energy Infrastructure?

Energy infrastructure is the most compelling value opportunity in listed infrastructure globally. Investing across the midstream capital structure to find the best risk-adjusted investment returns.

Pipelines and related U.S. energy infrastructure assets are core strategic assets that are required for the proper functioning of the U.S. economy regardless of economic shock or recession. Simplified corporate structures, stronger dividend coverage, healthier balance sheets, limited external equity needs, and better management alignment.

Strategy Highlights

  • Two Alerian “Hall of Fame” award winners for achievement in the sector.
  • Kayne has earned a strong reputation by working constructively with management teams.
  • Strong disconnect between valuation/perception and reality.
  • Vocal advocates for best practices in governance and capital discipline.
  • High-quality assets, stable cash flows, and strong management capital allocation policies.
  • Misunderstood or complex situations that require creative thinking, and an ability to evaluate the entire capital structure.
Investing with Kayne

Responsibility

Public infrastructure companies own long-term, durable assets that underpin global economic growth and are central to meeting the world’s energy needs. Infrastructure investing, by its nature, is compatible with environmental, social, and governance (ESG) factors and has long been a focus of managers as they make investment decisions regarding return on investment. ESG risks are also increasingly becoming a more important consideration for investors and infrastructure companies have responded through enhanced ESG disclosure.

Our People

Our competitive advantages are highlighted by our experienced team, deep industry knowledge and 20+ year track record.