Equity

Energy Infrastructure

An approach that provides a potential source for growth and income

Stacked steel pipe

Overview

  • A high-conviction and concentrated portfolio balanced across three key tenets: quality; long-term growth; and current yield
  • Multi-year outlook and opportunistic flexibility enables time-horizon arbitrage – taking advantage of dislocations between stock prices and asset values
  • Jennison’s Energy Value Research Platform facilitates collaboration and shared intellectual capital which helps to uncover potential trends; identify the most attractive companies/regions; and exposes opportunities and / or pitfalls others may overlook

Characteristics & Performance

Composite Inception12/31/13
Strategy AUM$0.5 Billion as of 3/31/25
BenchmarkAlerian Midstream Energy Select Index
Holdings RangeTypically 25 – 35

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

Investment Team

Bobby Edemeka

Managing Director

Stephen J. Maresca, CFA

Managing Director

Shaun Hong, CFA

Managing Director

Jesse Chai, CFA

Principal

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Asia-Pacific Industrials and Infrastructure

Insoo Kim, CFA

Managing Director

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North American Utilities and Renewable Energy

Alina Koval

Managing Director

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Materials, Industrials

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Additional Analytical Support

Brannon P. Cook

Managing Director

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Global Industrials/Transportation Infrastructure

Neil P. Brown, CFA

Managing Director

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Oil & Gas E&Ps, Integrateds & Refining

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Additional Analytical Support

Jay Saunders

Managing Director

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Oil & Gas Equip. & Services, Metals & Mining, Macro Commodity Analysis

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Additional Analytical Support

Abhi Kamerkar

Managing Director

Equity

ENERGY INFRASTRUCTURE

An approach that provides a potential source for growth and income

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