What Makes That Ticker Tick: AMZI & Stacey Morris

Fee and Morris explore the index’s objectives, its rebalancing strategy, and both the YTD and long-term performance of the index. The conversation also touches on how the Alerian MLP Infrastructure Index selects companies for inclusion in its portfolio. Furthermore, the pair talk through the market environments this index does and does not thrive in.

0:00 Introduction of the show and the index being covered.

0:25 Diving into Stacey Morris’ background.

0:50 Fee highlights some of the topics covered on the show.

1:15 What is the objective of the AMZI index?

1:45 What is an MLP?

2:40 Special tax treatment from natural resources.

3:00 Investor interest in MLPs.

4:00 Key factors used to select stocks for inclusion into the index.

5:05 The index’s rebalancing strategy.

5:25 How has the index performed YTD and in the long term?

6:15 AMZI’s index yield and outlook for MLP payouts.

7:10 What market environments does the index perform well in?

8:05 What market environments does AMZI not perform as well in?

8:35 How do companies in the index make money?

9:35 How do contracts work?

10:05 What are some of the names of companies within the index?

10:45 Will Stacey Morris be attending Exchange?

11:00 Final thoughts, and encouragement to attend Exchange.

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