In short: The article's sector proxy — up just 4% YTD versus the S&P 500's 16%, illustrating how far midstream has lagged despite the record build-out. (Rob Thummel is a senior PM at the fund's manager, Tortoise Capital.)
This is an exchange-traded fund that holds a basket of North American pipeline stocks, so it's a quick read on how the whole group is doing. The article's headline number comes from it: up just 4% this year versus the S&P 500's 16% — a vivid illustration of how badly midstream has lagged the market despite a record building boom.
The takeaway isn't "buy this fund" so much as "the sector is cheap and out of favor" — which is the setup the analysts find interesting.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.