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Hennessy Midstream Fund Investor Class (0P0000ZRRM)

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12.700 +0.260    +2.09%
24/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 24.56M
BP Capital TwinLine MLP Fund Class A 12.700 +0.260 +2.09%

0P0000ZRRM Overview

 
On this page you'll find an in-depth profile of Hennessy Midstream Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZRRM among other information.
Category

Energy Limited Partnership

Total Assets

24.56M

Expenses

1.75%

Inception Date

Dec 31, 2013

Contact Information

Address 7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Phone 800-966-4354

Top Executives

Name Title Since Until
L. Joshua Wein Director 2022 Now
Biography Wein joined the Investment Manager in September 2018 until February 2019.Josh previously joined BB&T Asset Management in 2008 and Sterling Capital Management through merger in October 2010. He has investment experience since 1995. Josh is an investment analyst with Sterling's Advisory Solutions team with a focus on alternative investments. Prior to joining BB&T, he worked as a Managing Member of Bellator Capital Partners, a long/short equity fund focused primarily on small and mid-cap equities. He also worked as an Equity Research Associate covering enterprise software companies at First Union Securities. Josh is a graduate of Emory University where he received his BBA in Finance. He received his MBA from Vanderbilt University. He is a CAIA charterholder.
Benton D. Cook Portfolio Manager 2017 Now
Biography Benton Cook, CFA, Portfolio Manager, joined BP Capital Fund Advisors in June 2017, where he serves as a member of the Investment Committee. Prior to joining the team, Mr. Cook was a Portfolio Manager with Mariner Investment Group (2016 – 2017), and before that he was a Portfolio Manager with A.G. Hill Partners (2009 – 2015) and Opsis Capital Management (2005 -2009). Mr. Cook previously held positions as a Senior Analyst with Carlson Capital and as an Equity Research Analyst with Raymond James. Mr. Cook has an MBA in Finance from the University of Texas at Austin and a BA in Economics from Johns Hopkins University. He is also a CFA charter holder and member of the Chartered Financial Analyst Institute.
Kevin Gallagher Advisory Consultant 2021 2022
Biography Kevin Gallagher, CFA, Midstream Specialist, is an independent consultant, specializing in Midstream energy business and investment advisory services. Previously, Kevin was Portfolio Manager for Cushing Asset Management and the MainStay Cushing Funds. He was the portfolio manager for The Cushing MLP Premier Fund from December 2012 through December 2019. Kevin joined Cushing in 2006, where his roles included research and portfolio management for the firm’s MLP-related funds. Prior to that, he was a Senior Equity Research Associate at RBC Capital Markets with sector coverage responsibilities spanning oilfield services, exploration and production (E&P), alternative energy, and master limited partnerships (MLP). He has worked in the financial services and energy industries since 2000. Kevin earned a B.S. in Economics with Financial Applications and an M.B.A. from Southern Methodist University. He is also a CFA charterholder and member of the Chartered Financial Analyst Institute.
Toby Loftin Portfolio Manager 2013 2021
Biography Toby Loftin, Managing Principal, founded BP Capital Fund Advisors, LLC in 2013. Mr. Loftin joined BP Capital LP in 2010 and served as a member of the Investment Committee of the private hedge funds and Pickens Family Office. Mr. Loftin co-manages the Hennessy BP Midstream Fund and the Hennessy BP Energy Fund (formerly the BP Capital TwinLine Funds), and prior to that he managed the Pickens’ energy infrastructure investments. Before joining the BP Capital, Mr. Loftin was a partner of SteelPath Fund Advisors and SteelPath Capital Management (formerly Alerian). He also served as Director of Institutional Equity Research Sales with Royal Bank of Canada Capital Markets where he focused on the energy sector and energy infrastructure. He also served as an officer in the U.S. Air Force. He earned a Bachelor of Science degree from the U.S. Air Force Academy and a Master of Science-Finance from University of Texas at San Antonio.
Anthony Riley Portfolio Manager 2017 2018
Biography Anthony Riley, CFA, Portfolio Manager joined BP Capital Fund Advisors in January 2017, where he serves as a member of the Investment Committee and a Portfolio Manager. Prior to joining the Advisor, Mr. Riley worked for Targa Resources Corp. (NYSE: TRGP) from 2008 to 2016, where he initially led and supported the executive IR and corporate finance functions. In addition, Anthony served in business development and M&A roles where he advised on, originated, and managed capital investments, business acquisitions and expansion projects for the North American midstream industry. Prior to Targa, Mr. Riley spent two years in sell-side equity research with RBC Capital Markets from 2006 to 2008 focused on the energy technology sector. In his early career, he supported engineering, procurement and construction initiatives in the energy sector with a number of companies including Fluor Corporation (NYSE: FLR) from 2001 to 2002. Mr. Riley holds the CFA charter and graduated from the University of Texas at Austin with a B.S. in engineering. He also holds an MBA from the University of Houston.
Brad Olsen Principal 2016 2017
Biography Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation). From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine. Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston. Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
Mark Easterbrook Portfolio Manager 2014 2015
Biography Mark Easterbrook, CFA, Portfolio Manager, joined BP Capital Fund Advisors in April 2014, where he serves as a member of the Investment Committee and co-manages the BP Capital TwinLine™ MLP Fund and the BP Capital TwinLine™ Energy Fund. Prior to joining the Advisor, Mr. Easterbrook served as Director of Research and Senior Vice President at Westwood Holdings Group (NYSE: WHG, where he was a Portfolio Manager of the MLP Infrastructure Renewal Fund. He also served as Managing Director with Royal Bank of Canada Capital Markets, where he was responsible for the research coverage of the MLP sector. While there he was awarded in the Wall Street Journal's All-Star Analyst Survey for stock selection three times (1998, 2000, 2004). Mr. Easterbrook started his career on Wall Street as a research associate with Dillon, Read & Co. (now UBS) He earned a B.A. in economics and history from Emory University and is a Chartered Financial Analyst (CFA). Mr. Easterbrook was previously on the board of directors for the National Association of Publicly Traded Partnerships (NAPTP).
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