Salient’s Investment Solutions

As faithful stewards of our clients’ financial resources, Salient’s mission is to compound clients’ capital with unparalleled service and investment strategies that challenge common practice with uncommon insight.

Salient Teams:

MLPs and Energy

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.

Portfolio Management:

Gregory A. Reid

President, Salient MLP Complex
Houston

Ted Gardner, CFA

Managing Director
Houston

Parag Sanghani, CFA

Director of Research, MLP Complex
Houston

Scott Fogleman

Senior Analyst — MLPs
Houston

Dan Hinds, CFA

Senior Analyst — MLPs
Houston

Eddie Rowe

Senior Analyst — MLPs
Houston

Mutual Funds:

Closed-End Funds:

Managed Accounts:

Salient manages strategies suitable for institutions. Call us at 1 800-994-0755 or +1 713-993-4623 for more information.

Real Estate

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.

Portfolio Management:

Joel Beam

Managing Director & Senior Portfolio Manager
San Francisco

David McGanney

Head Trader – Real Estate
San Francisco

John Palmer

Associate Portfolio Manager
San Francisco

Taylor Arnold

Investment Analyst
Houston

Joshua Panuthos, CFA

Investment Analyst
San Francisco

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-994-0755 or +1 713-993-4623 for more information.

Tactical Equity

Broadmark Asset Management, LLC 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 Management:

Christopher J. Guptill

Co-Chief Executive Officer, Chief Investment Officer & Portfolio Manager, Broadmark Asset Management
San Francisco

Ricardo Cortez, CIMA

Co-Chief Executive Officer, Broadmark Asset Management
San Francisco

Mutual Funds:

Managed Accounts:

Salient manages strategies suitable for institutions. Call us at 1 800-994-0755 or +1 713-993-4623 for more information.

International Small Cap

Salient has partnered with Henry James International Management, Inc. 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.

Portfolio Management:

James O’Leary, CFA

Chief Investment Officer and Senior Portfolio Manager, Henry James International Management (HJIM)
New York

Aidan O’Leary

Vice President of Equities, Henry James International Management (HJIM)
New York

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-994-0755 or +1 713-993-4623 for more information.

 

Salient Strategies:

Mutual Funds

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.

Closed-End Funds

Portfolio completion strategies designed with specific income needs in mind.

Managed Accounts

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.