Tortoise Capital Advisors, L.L.C.
Tortoise Capital Advisors, L.L.C. is an Overland Park, Kansas-based registered investment adviser, founded in 2002, specializing in essential asset and energy infrastructure investments. The firm manages investments for institutions, individuals, and funds, focusing on listed and private investments primarily in the energy, essential assets, and sustainability sectors. Tortoise has a team of professionals providing asset management and advisory services.
Investment Strategy
Tortoise Capital Advisors focuses on investments in essential assets, particularly energy infrastructure and sustainability sectors. The firm generally employs a research-driven approach, targeting listed and private companies involved in vital service provision such as energy, water, and digital infrastructure. Their investment philosophy emphasizes long-term capital appreciation and income, with portfolios often constructed using a bottom-up fundamental analysis to select companies with stable cash flows, strong asset bases, and growth potential.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMB | WILLIAMS COS INC COM | 8.90% | $681.9M | 10,856,407 | $27.48 | $62.81 | +$4.2M |
M MPLX | MPLX LP | 8.86% | $679.5M | 13,190,837 | $33.87 | $51.51 | -$55.1M |
E ET | Energy Transfer LP | 8.82% | $675.8M | 37,275,081 | $13.38 | $18.13 | -$34.4M |
L LNG | Cheniere Energy Inc. | 8.65% | $663.2M | 2,723,242 | $66.81 | $243.52 | -$27.5M |
T TRGP | Targa Resources Corp. | 6.46% | $495.5M | 2,846,624 | $33.73 | $174.08 | -$332.2M |