Cohen & Steers MLP & Energy Opportunity Fund - Keywords


FUND OVERVIEW

  • Infrastructure Investing

INVESTMENT PHILOSOPHY

  • Tax Efficiency
  • Total Return Focus
  • Volumes and Margins

INVESTMENT PROCESS

  • Top Down Global Trend Analysis
  • Build Financial Models
  • Relative Values
  • Corporate Governance & Incentives
  • Non-MLP Structure Trend Analysis
  • Demand and Supply Analysis
  • Bottom-Up Selection

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Revenue Growth Models
  • Company Ranking System
  • Renewable Energy Trends

PORTFOLIO CONSTRUCTION

  • RIC Fund
  • Diversified

RISK CONTROL

  • Risk Report
  • Risk Reward Analysis
  • Counterpart Risk Analysis

INVESTMENT FOCUS

  • Energy Stocks
  • Infrastructure Stocks
  • Energy Midstream Space