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

Our Energy Infrastructure team is a part of Jennison’s Income & Infrastructure investment suite which also includes our Global Infrastructure, Equity Income, Utility and Rising Dividend strategies. The Energy Infrastructure team is complemented by the sharing of intellectual capital and close interaction with our Natural Resources team and is supported across Jennison’s energy value chain research approach, which consists of specialized analysts that focus on those specific sectors/industries within the upstream, midstream, and downstream energy infrastructure space. Jennison’s Energy Infrastructure strategy is a natural extension of our infrastructure expertise as members of the team have been investing in midstream infrastructure companies since the late 1990’s.

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

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

Jay Saunders

Managing Director

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

Abhi Kamerkar

Managing Director

Equity

ENERGY INFRASTRUCTURE

An approach that provides a potential source for growth and income

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