Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
I am an individual investor with over 15 years of corporate finance and structuring experience.
As a senior energy industry investment banker at First Union / Wachovia from 1995 to 2008, I covered a broad spectrum of products including direct equity investments, initial public offerings (IPOs), equity-linked securities, private equity, public bonds, and loan syndications.
During my investment banking career, I experienced the growth of master limited partnerships (MLPs) first hand and worked on hundreds of corporate finance transactions. I founded MLP Protocol in 2008 to focus on MLP investments.
I employ a top-down, fundamentally based approach with a focus on the publicly traded MLPs.
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
QR Energy's stock offered value and we pounced
8 April 2013
Even in a bull market, stocks can be mispriced.
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