Vermilion Energy Inc. Announces Results for the Three and Nine Months Ended September 30, 2014
William Partners LP WPZ is expanding again, buying the rest of the Williams Four Corners gas midstream facility that it does not already own. Williams Partners plans to buy the remaining 74.9% interest from its parent, Williams Companies WMB , for $1.223 billion. The company expects to complete this ...
Our top managers continue to put money into wide-moat firms.
We see upside for Kinder and an exit strategy for other master limited partnerships.
While more than one third of these top fund managers are outperforming this year, four of them stand out from the rest given their ability to outperform the market over almost all time periods.
We saw a higher level of trading by our top managers in the most recent period.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
Even during rough stretch, Met West's managers instilled confidence.