Chickasaw Continues to Top the Chart

Chickasaw MLP Strategy Ranked #1 by Pensions & Investments for Both One- and Five-Year Periods

MEMPHIS, Tenn.--()--In their “Top-Performing Managers” special report dated November 10, 2014 — subtitled “Energy Partnerships Make Dominant Move” — Pensions & Investments ranked the Chickasaw MLP strategy #1 within the SMA Overall U.S. Equity universe for both the one- and five-year periods ending September 30, 2014. With these latest rankings, the strategy has now held the #1 spot in five-year returns for four consecutive quarters.

“The strategy was also the top overall for the five years, with an annualized gross return of 36.96%.”

“The top overall domestic equity manager was Chickasaw Capital Management LLC’s MLP energy strategy with a 48.8% gross return,” reported Rob Kozlowski of P&I. “The strategy was also the top overall for the five years, with an annualized gross return of 36.96%.”

Matthew Mead — Chickasaw’s co-founder, principal and portfolio manager — is quoted throughout the article (download here) with insights on the characteristics of MLPs and the current market conditions of this strong asset class.

Positioned among the very top MLP investment firms, Chickasaw Capital Management’s portfolio managers average 19 years of MLP experience — which they believe is the most in the U.S. As of October 1, 2014, the firm had $3.1 billion in assets under management. Chickasaw’s investment team seeks to deliver results through discipline, fundamental research, quantitative skill and managing risk — while always maintaining a clear commitment to its clients.

About Chickasaw Capital Management

Chickasaw Capital Management, LLC is a leading MLP investment manager serving institutions, financial intermediaries, and high net-worth individuals. The firm’s investment professionals have been continuously involved with the MLP market since the early days of the structure and have played a direct role in the evolution of the MLP space — including their involvement with MLP IPOs and innovative capital funding techniques.

The firm’s leaders maintain longstanding relationships with MLP management teams, providing a strong foundation for their intellectual capital in this dynamic market. To learn more, visit www.chickasawcap.com.

About Master Limited Partnerships (MLPs)

An MLP is a publicly traded entity that is listed on the major U.S. stock exchanges and conforms to the same accounting, reporting and regulations as any publicly traded corporation. MLPs are significant owners of America’s energy infrastructure, controlling substantial assets involved in the transportation, processing and storage of the nation’s energy resources. These assets include major pipeline systems that deliver products such as natural gas, crude oil and refined fuels to end markets.

About Pensions & Investments

With unmatched integrity and professionalism, Pensions & Investments consistently delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Since its founding in 1973, this continues to be the mission of Pensions & Investments, the international newspaper of money management. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. To learn more, visit www.pionline.com.

Past performance is no guarantee of future results.

Contacts

For Chickasaw Capital Management, LLC
Jim Johnstone, 901-537-1866
jim.johnstone@chickasawcap.com

Release Summary

Chickasaw MLP Strategy Ranked #1 by Pensions & Investments for Both One- and Five-Year Periods

Chickasaw Capital Management, LLC