Salient’s Investment Solutions

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.

For information regarding the recent fund name changes, click here for an FAQ.

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

Matt Hibbetts

Chief Operating Officer, MLP Complex
Houston

Parag Sanghani, CFA

Director of Research, MLP Complex
Houston

Scott Fogleman

Senior Analyst
Houston

Chance Pipitone

Senior Research Analyst
Houston

Dan Hinds, CFA

Senior Research Analyst
Houston

Eddie Rowe

Senior Research Analyst
Houston

Mutual Funds:

Closed-End Funds:

Managed Accounts:

Salient manages strategies suitable for institutions. Call us at 1 800-900-4675 or +1 713-993-4675 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

John Palmer

Real Estate Team
San Francisco

Taylor Arnold

Real Estate Team
Houston

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-900-4675 or +1 713-993-4675 for more information.

Quantitative

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.

Portfolio Management:

Roberto Croce, Ph.D.

Director of Quantitative Research
Houston

Nathan J. Rowader

Senior Portfolio Manager
San Francisco

Lee Partridge, CAIA, CFA

Chief Investment Officer & Managing Director
Houston

Nicholas Millikan, CAIA, CFA

Client Portfolio Manager
San Francisco

Travis Robinson, CFA

Assistant Portfolio Manager
Houston

Xuan Huan

Senior Quantitative Analyst
Houston

Scott Chun

Analyst
San Francisco

Equities

Led by David Ruff, the equity team is comprised of individuals with extensive specialized investment knowledge, including Bruce Brewington, Paul Broughton, Randall Coleman, Eric Sagmeister, Hwee-See Teng and Aaron Visse. 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.

Portfolio Management:

David L. Ruff, CFA

Managing Director & Senior Portfolio Manager
San Francisco

Randall T. Coleman, CFA

Portfolio Manager
San Francisco

Bruce R. Brewington

Portfolio Manager
San Francisco

Eric Sagmeister

Portfolio Manager
San Francisco

Paul Broughton, CFA

Portfolio Manager
San Francisco

Aaron Visse, CFA

Portfolio Manager
San Francisco

Hwee-See Teng

Analyst
San Francisco

Credit

Fixed Income veterans David Hinman and James Sivco each have over 20 years of experience managing credit strategies through a variety of economic environments and credit cycles. Based in Newport Beach, CA, they focus on high yield and emerging market corporate debt markets through diversifying and income-producing strategies.

Portfolio Management:

David C. Hinman, CFA

Senior Portfolio Manager
Newport Beach

James P. Sivco, CFA

Senior Portfolio Manager
Newport Beach

Richard Patapoff

Analyst
Newport Beach

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-900-4675 or +1 713-993-4675 for more information.

Broadmark Asset Management LLC (sub-advisor)

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. Mr. Guptill, a 35-year industry veteran, founded Broadmark with the goal of developing de-risking strategies that use active market exposure management to adjust in real time and gain exposure through liquid futures and ETFs.

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 1 800-900-4675 or +1 713-993-4675 for more information.

Pacific Investment Management Company LLC (PIMCO) (sub-advisor)

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.

Portfolio Management:

David Hammer

Portfolio Manager, PIMCO

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-900-4675 or +1 713-993-4675 for more information.

Pictet Asset Management Limited. (PAM LTD) (sub-advisor)

Salient has partnered with Pictet Asset Management to sub-advise an international small cap companies strategy. Led by Bill Barker and Justin Hill, this seasoned United Kingdom-based team is dedicated to international small cap fundamental research and investing. Their in-depth style to this less-covered market provides the potential for better diversified portfolios.

Portfolio Management:

Bill Barker

Head and Senior Investment Manager, Small Cap Equities Team, PAM Ltd.

Justin Hill

Senior Investment Manager, PAM Ltd.

Mutual Funds:

Salient manages strategies suitable for institutions. Call us at 1 800-900-4675 or +1 713-993-4675 for more information.

 

Salient Strategies:

Mutual Funds
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.