NXG Cushing Investment Philosophy

The NXG Cushing Investment Philosophy is based on the belief that a relentless research culture, combined with a disciplined portfolio construction framework, will allow us to deliver the benefits of the midstream energy asset class to investors in a consistent and risk-aware manner.

What is Midstream Energy Infrastructure?

Midstream companies own and operate essential energy infrastructure assets that are critical to the nation’s economy

  • Energy infrastructure companies are involved in the gathering, treating, processing, transportation, storage, terminalling and exporting of natural gas, crude oil and natural gas liquids (NGLs)

  • Often referred to as “toll road” businesses, midstream companies typically do not take ownership of the physical commodity. These companies may also operate ancillary businesses including the marketing of the products and logistical services

Integrated Research Process Across the Energy Supply Chain

NXG Cushing maintains a comprehensive understanding of companies and trends across the entire energy supply chain. Identify and monitor key drivers for each subsector of the energy industry. Incorporate upstream and downstream research to forecast future energy infrastructure opportunities and challenges.

UpStream

  • Drilling

  • Production

  • Gas

  • Oil Field Services

Midstream

  • Pipeline Transportation

  • Storage and Terminalling

  • Gathering & Processing

  • Logistics & Marketing

Downstream

  • Commercial

  • Industrial

  • Residential

  • Refining

Portfolio Managers

 
Featured
John Musgrave

Managing Partner, Co-CIO & Portfolio Manager

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Investment Vehicles

Separately Managed Account (SMA)