He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.
He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.