Infrastructure Capital Advisors is a New York based capital Advisory firm formed in 2012 that provides investment advices to various persons, issue reports or analyses of various securities and is registered with SEC as an investment advisor to manage various actively managed ETF and other Hedge funds.
MLF ETF - an exchange traded fund that is actively managed and sub advised by Infrastructure Capital Advisors.
The Fund invests mainly in companies and firms that are in the field of energy, real estate, transportation, industrials and Utilities that enable us to generate better returns by giving weightage to fundamentals of the Company instead of market capitalisation. The fund mainly invests in Master Limited Partnership entities.
Capital appreciation , increase in level of current income with steady growth in income is the main objective of the fund through with it returns to the stakeholders of the fund and enables them with various tax benefits on the investments made by them in the fund . The fund provides dividend income along with quarterly income distribution and 1099 tax reporting (No. K-1s). The fund is structured in such a manner that there is scope for delivery of tax deferred income. Options strategies provided by the fund can be used to increase income level and manage risk.
AMZA is used as the ticker symbol for the fund floated in US for Investment.
The fund has various advantages and disadvantages as well that must be considered before investing in the fund. There is high degree of volatility in investment as compared to volatility in underlying securities. Risk of concentration is there as investment is there in a particular sector only. Chances of loses is huge the fund uses derivatives in form of options, forwards, swaps etc. The fund does not guarantee returns as there is no sureity that the objective of formation of the fund is met by the fund managers. The fund managers leverage the funds, which increases the risk of the investors. Therefore before investment in the fund all advantages and disadvantages must be accounted.
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