The Houston-based MLP Team is led by seasoned MLP portfolio managers Greg Reid and Ted Gardner, and director of research Parag Sanghani. Houston is the home for many MLPs. In fact, corporate headquarters for 65% of the total market capitalization of the midstream MLP universe is within minutes of our offices. Salient’s MLP strategies are designed to provide the opportunity to potentially capture attractive total returns driven by a combination of distribution yield plus prospective distribution growth. MLP returns have historically had a low correlation to the S&P 500, REITs, high yield, and bonds.

With over two decades of experience, Joel Beam leads a San Francisco-based team that oversees a suite of real estate strategies. The products are designed to offer access to different areas of the real estate investment trust market while also providing income, diversification and hedging capabilities.

The quantitative team is led by Dr. Roberto Croce and Nathan Rowader out of both Houston and San Francisco offices. In Houston, Dr. Croce leads the team in research and development of quantitative alternative strategies. In San Francisco, Nathan oversees the asset allocation strategies. Together, the team implements a disciplined, systematic approach towards allocating risk exposure in portfolio construction. The strategies adaptively target volatility to diversify away from typical equity risk.

Led by David Ruff, the equity team is comprised of individuals with extensive specialized investment knowledge. Since 1999, the team has used their unique Dividend Signal Strategy® approach to seek attractive yield and uncover growth potential around the globe, targeting companies offering the triple play: an attractive dividend, dividend growth and price-appreciation potential.

Broadmark Asset Management co-CEO and CIO Christopher Guptill and co-CEO Ricardo Cortez oversee highly-adaptive long/short equity strategies that aim to lower the impact of equity volatility and preserve capital during down markets.

Portfolio manager David Hammer, leads his New York-based team from PIMCO to sub-advise a long/short credit strategy for Salient. The team’s ability to short bonds and employ a variety of hedging techniques provides the strategy the opportunity to offer income and adaptability to portfolios.

Salient has partnered with Henry James International Management to sub-advise an international small cap companies strategy. Led by Jim O’Leary and Aidan O’Leary, this New York-based team utilizes a high-conviction investment philosophy that combines a bottom-up quantitative and fundamental analysis system with a top-down risk mitigating country allocation system. The combined bottom-up stock picking system and top-down country ranking system result in a lower turnover portfolio that overweights higher ranked, fundamentally strong stocks and countries that they believe are positioned for stock appreciation.

Salient’s mission is to provide our clients with clearly defined and explained investment solutions that help enable them to diversify away from the core risk factors that dominate conventional portfolios.

Portfolio completion strategies designed with specific income needs in mind.

Salient’s mission is to provide our clients with clearly defined and explained investment solutions that help enable them to diversify away from the core risk factors that dominate conventional portfolios.