In short: Another of the midstream names in Terranova's 10% energy sleeve, added at the end of July into a positioning vacuum — "a lot of positioning stepped away from it," which is exactly why he sees the near-term alpha opportunity there.
Targa is another gathering-and-processing midstream company, moving natural gas and liquids from wellhead to market. It joined Terranova's energy sleeve at the end of July, bought deliberately into a vacuum: "a lot of positioning stepped away from it," so he sees the near-term opportunity for outperformance sitting precisely where other investors have given up.
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