Founded in 2003, EIP manages an approximate $4.1 billion (as of March 31, 2021) portfolio of high quality, well-managed publicly traded energy infrastructure companies that own natural or legal monopolies operating under state and federal cost-of-service regulation or long-term contracts. EIP seeks a diversified portfolio of publicly listed non-cyclical power and pipeline utilities operating poles, wires, pipes and tanks that are the low-cost way of shipping the lowest cost energy, agnostic to asset class and index categorization.
EIP believes the value of its portfolio company’s assets lie in their rights-of-way and the incumbency of their natural or legal monopolies. EIP also believes its investment success over time is driven by its knowledge and experience of the companies, the industries and regulatory regimes in which they operate and a singular focus on the quality of the management teams of its portfolio companies.
EIP’s approach is beyond active, its engaged as we sit at the intersection of private capital funding public infrastructure engaged with policy makers, regulators, non-government organizations, industry associations, environmental advocates, etc.
This is how the partners at EIP manage their own capital. We care about total return, not benchmarks. We are very long-term investors. We care about multi-generational wealth transfer. We seek investors who understand our approach and are willing to invest alongside the partners at EIP.
Experienced Investment Team
Significant combined energy industry and investment experience.
Seeking companies with long-lived fixed assets providing essential services that have natural or regulated monopoly-like competitive advantages.
Seeking to limit exposure to commodity prices and variable margin businesses.
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