In short: Recent high-income add alongside Northern Oil — an oil & gas royalty name, part of rebuilding energy exposure into the pullback.
Kimbell Royalty Partners owns royalty interests in oil and gas land — it collects a cut of the revenue from wells drilled on acreage it owns, without paying the drilling costs itself. That makes it a high-income, lower-risk way to own energy.
Like Northern Oil, it's a recent high-income add as Oxbow rebuilds energy exposure into the post-spike pullback in oil prices.
50:59We're just trying to smartly allocate to other areas when we see prices we like. And then in high income, this is the perfect example of showing where we've been starting to reallocate in the last month. So Northern Oil and Gas, Kimbell Royalty, those are in the oil and gas space. We've been adding a bit back to energy as the oil price got back below $70 or $80.
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