KMP (Kinder Morgan Energy Partners, L.P.)

Oil and Gas (Oil Equipment, Services and Distribution)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

A Paschalides

Energy (A:PEGY)

78.51%

3.54%

1.50%

Sector FocusInception Sep 07, 2009

Focusing solely in the energy sector, uses a top-down approach to qualitatively narrow down investment options.  Then …

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Sector FocusInception Jul 27, 2011

This strategy provides exposure to oil and gas master limited partnerships in order to capitalize on their tax treatment and …

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Special SituationsInception Aug 02, 2010

The MLP Direct Ownership Model intends to foster long term tax-advantages of investing in MLPs via direct ownership of publicly …

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Split Rock

Bakken Shale (S:RBSX)

30.11%

-11.18%

1.50%

Inception Dec 28, 2011

The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can …

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GEARS

Speedboat (G:ESBX)

23.59%

67.92%

1.50%

Specialist KnowledgeInception May 24, 2010

Fundamentals based and financial statement analysis-driven, the speedboat model selects rapidly accelerating companies, which are …

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  4. The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
  5. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
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