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 Inception | 12/31/13 |
| Strategy AUM | $0.5 Billion as of 6/30/25 |
| Benchmark | Alerian Midstream Energy Select Index |
| Holdings Range | Typically 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
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
*Portfolio manager serves a dual role as both portfolio manager and research analyst.
Related Insights
-
The Spectrum of GrowthGreat growth companies are rare, prized, and often misunderstood. Investors can understand their patterns of performance to make better-informed decisions
Read More
-
Buy and Hold Forever?Jennison's Global Equity team believes holdings should earn their place in the portfolio every day
Read More
