MILLER HOWARD INVESTMENTS INC

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Miller Howard Investments is based out of Woodstock. Miller Howard Investments is a large advisory firm with 1627 clients and discretionary assets under management (AUM) of $3,789,153,664 (Form ADV from 2020-06-18). Their last reported 13F filing for Q2 2020 included $2,002,556,000 in managed 13F securities and a top 10 holdings concentration of 28.18%. Miller Howard Investments's largest holding is AbbVie Inc with shares held of 634,862. Miller Howard Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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06/30/2020

13F Activity

  • Market Value $2.003 Billion
  • Prior Market Value $1.956 Billion
  • New Purchases19 stocks
  • Additional Purchases35 stocks
  • Sold out of16 stocks
  • Reduced holdings in77 stocks
  • Top 10 Holdings % 28.18 %
  • Turnover % [1]:26.32%
  • Turnover Alt % [2]: 22.88 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:18.04 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.9%
Performance Last 4 Quarters: -10.72%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MILLER HOWARD INVESTMENTS INC
10 DIXON AVENUE
WOODSTOCK NY    12498
Country: United States

Business Phone: 845-679-9166
Fax: 845-679-5862
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 48
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 1627
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
MILLER, LOWELL, GLASER DIRECTOR/CHIEF INVESTMENT OFFICER 08/01/1988 Direct less than 5%
Fund Name Position direct/indirect start date end date
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER indirect 1988-08-01
MILLER HOWARD INVESTMENTS INC CHIEF INVESTMENT OFFICER direct 1988-08-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2001-07-01
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER direct 2015-11-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 1988-08-01 2006-01-25
MILLER HOWARD INVESTMENTS INC PRESIDENT/SECRETARY direct 1988-08-01 2006-03-24
MILLER HOWARD INVESTMENTS INC PRESIDENT/CIO direct 1988-08-01 2014-03-14
MILLER HOWARD INVESTMENTS INC CIO direct 1988-08-01 2014-05-16
HAMADA, HELEN DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
OVERLOOK ADVISORS, LLC MANAGING MEMBER,CHIEF COMPLIANCE OFFICER direct 2001-07-01
MILLER HOWARD INVESTMENTS INC DIRECTOR direct 2015-10-01
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1988-08-01 2003-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1992-02-01 2004-03-30
M/H ADVISORS, LLC MANAGING MEMBER direct 2001-07-01 2005-04-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01 2006-01-25
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CCO/TREASURER direct 1992-02-01 2006-03-24
OVERLOOK ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2011-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 1992-02-01 2011-08-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER/TREASURER direct 1992-02-01 2015-04-02
MILLER HOWARD INVESTMENTS INC SENIOR ADVISOR direct 2015-09-01 2016-10-18
LESLIE, JOHN, E DIRECTOR/PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
TROXELL, DANA, CHASE DIRECTOR/VICE PRESIDENT OF THE BOARD 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PRESIDENT/VICE PRESIDENT OF THE BOARD direct 2014-04-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 2014-04-01
FORSTMANNLEFF LLC PRESIDENT & CEO direct 2006-05-01
Jenifer, Luan DIRECTOR/PRESIDENT 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2016-06-01
ATKINS, CHARLES, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2018-05-01
MHI FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
HELHOSKI, BRIAN CHIEF FINANCIAL OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF FINANCIAL OFFICER direct 2018-05-01
THEEUWES, LUC, GERARD DIRECTOR/DIVISION DIRECTOR-WEST 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC DIRECTOR/DIVISION DIRECTOR-WEST direct 2018-11-01
HUGHES, DANIELLE, FRANCES DIRECTOR 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC PRESIDENT indirect 2001-09-01
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2005-01-01
MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP TRUST TRUST 11/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC TRUST direct 2018-11-01
MHI FUNDS, LLC TRUST indirect 2018-11-01
HOROWITZ, EVA, MARIE CHIEF OPERATING OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2020-01-01

MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2019-09-05
Name Title Start Date Direct/Indirect % Ownership
MILLER, LOWELL, GLASER DIRECTOR/CHIEF INVESTMENT OFFICER 08/01/1988 Direct less than 5%
Fund Name Position direct/indirect start date end date
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER indirect 1988-08-01
MILLER HOWARD INVESTMENTS INC CHIEF INVESTMENT OFFICER direct 1988-08-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2001-07-01
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER direct 2015-11-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 1988-08-01 2006-01-25
MILLER HOWARD INVESTMENTS INC PRESIDENT/SECRETARY direct 1988-08-01 2006-03-24
MILLER HOWARD INVESTMENTS INC PRESIDENT/CIO direct 1988-08-01 2014-03-14
MILLER HOWARD INVESTMENTS INC CIO direct 1988-08-01 2014-05-16
HAMADA, HELEN DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
OVERLOOK ADVISORS, LLC MANAGING MEMBER,CHIEF COMPLIANCE OFFICER direct 2001-07-01
MILLER HOWARD INVESTMENTS INC DIRECTOR direct 2015-10-01
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1988-08-01 2003-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1992-02-01 2004-03-30
M/H ADVISORS, LLC MANAGING MEMBER direct 2001-07-01 2005-04-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01 2006-01-25
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CCO/TREASURER direct 1992-02-01 2006-03-24
OVERLOOK ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2011-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 1992-02-01 2011-08-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER/TREASURER direct 1992-02-01 2015-04-02
MILLER HOWARD INVESTMENTS INC SENIOR ADVISOR direct 2015-09-01 2016-10-18
LESLIE, JOHN, E DIRECTOR/PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
TROXELL, DANA, CHASE DIRECTOR/VICE PRESIDENT OF THE BOARD 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PRESIDENT/VICE PRESIDENT OF THE BOARD direct 2014-04-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 2014-04-01
FORSTMANNLEFF LLC PRESIDENT & CEO direct 2006-05-01
Jenifer, Luan DIRECTOR/PRESIDENT 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2016-06-01
ATKINS, CHARLES, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2018-05-01
MHI FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
HELHOSKI, BRIAN CHIEF FINANCIAL OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF FINANCIAL OFFICER direct 2018-05-01
THEEUWES, LUC, GERARD DIRECTOR/DIVISION DIRECTOR-WEST 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC DIRECTOR/DIVISION DIRECTOR-WEST direct 2018-11-01
HUGHES, DANIELLE, FRANCES DIRECTOR 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC PRESIDENT indirect 2001-09-01
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2005-01-01
MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP TRUST TRUST 11/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC TRUST direct 2018-11-01
MHI FUNDS, LLC TRUST indirect 2018-11-01

MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MILLER, LOWELL, GLASER DIRECTOR/CHIEF INVESTMENT OFFICER 08/01/1988 Direct less than 5%
Fund Name Position direct/indirect start date end date
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER indirect 1988-08-01
MILLER HOWARD INVESTMENTS INC CHIEF INVESTMENT OFFICER direct 1988-08-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2001-07-01
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER direct 2015-11-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 1988-08-01 2006-01-25
MILLER HOWARD INVESTMENTS INC PRESIDENT/SECRETARY direct 1988-08-01 2006-03-24
MILLER HOWARD INVESTMENTS INC PRESIDENT/CIO direct 1988-08-01 2014-03-14
MILLER HOWARD INVESTMENTS INC CIO direct 1988-08-01 2014-05-16
HAMADA, HELEN DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
OVERLOOK ADVISORS, LLC MANAGING MEMBER,CHIEF COMPLIANCE OFFICER direct 2001-07-01
MILLER HOWARD INVESTMENTS INC DIRECTOR direct 2015-10-01
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1988-08-01 2003-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1992-02-01 2004-03-30
M/H ADVISORS, LLC MANAGING MEMBER direct 2001-07-01 2005-04-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01 2006-01-25
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CCO/TREASURER direct 1992-02-01 2006-03-24
OVERLOOK ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2011-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 1992-02-01 2011-08-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER/TREASURER direct 1992-02-01 2015-04-02
MILLER HOWARD INVESTMENTS INC SENIOR ADVISOR direct 2015-09-01 2016-10-18
LESLIE, JOHN, E DIRECTOR/PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
TROXELL, DANA, CHASE DIRECTOR/PRESIDENT/VICE PRESIDENT OF THE BOARD 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PRESIDENT/VICE PRESIDENT OF THE BOARD direct 2014-04-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 2014-04-01
FORSTMANNLEFF LLC PRESIDENT & CEO direct 2006-05-01
Jenifer, Luan DIRECTOR/CHIEF OPERATING OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2016-06-01
ATKINS, CHARLES, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2018-05-01
MHI FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
HELHOSKI, BRIAN CHIEF FINANCIAL OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF FINANCIAL OFFICER direct 2018-05-01
THEEUWES, LUC, GERARD DIRECTOR/DIVISION DIRECTOR-WEST 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC DIRECTOR/DIVISION DIRECTOR-WEST direct 2018-11-01
HUGHES, DANIELLE, FRANCES DIRECTOR 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC PRESIDENT indirect 2001-09-01
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2005-01-01
MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP TRUST TRUST 11/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC TRUST direct 2018-11-01
MHI FUNDS, LLC TRUST indirect 2018-11-01

MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2018-11-21
Name Title Start Date Direct/Indirect % Ownership
MILLER, LOWELL, GLASER DIRECTOR/CHIEF INVESTMENT OFFICER 08/01/1988 Direct less than 5%
Fund Name Position direct/indirect start date end date
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER indirect 1988-08-01
MILLER HOWARD INVESTMENTS INC CHIEF INVESTMENT OFFICER direct 1988-08-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2001-07-01
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER direct 2015-11-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 1988-08-01 2006-01-25
MILLER HOWARD INVESTMENTS INC PRESIDENT/SECRETARY direct 1988-08-01 2006-03-24
MILLER HOWARD INVESTMENTS INC PRESIDENT/CIO direct 1988-08-01 2014-03-14
MILLER HOWARD INVESTMENTS INC CIO direct 1988-08-01 2014-05-16
HAMADA, HELEN DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
OVERLOOK ADVISORS, LLC MANAGING MEMBER,CHIEF COMPLIANCE OFFICER direct 2001-07-01
MILLER HOWARD INVESTMENTS INC DIRECTOR direct 2015-10-01
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1988-08-01 2003-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1992-02-01 2004-03-30
M/H ADVISORS, LLC MANAGING MEMBER direct 2001-07-01 2005-04-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01 2006-01-25
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CCO/TREASURER direct 1992-02-01 2006-03-24
OVERLOOK ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2011-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 1992-02-01 2011-08-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER/TREASURER direct 1992-02-01 2015-04-02
MILLER HOWARD INVESTMENTS INC SENIOR ADVISOR direct 2015-09-01 2016-10-18
LESLIE, JOHN, E DIRECTOR/PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
TROXELL, DANA, CHASE DIRECTOR/PRESIDENT/VICE PRESIDENT OF THE BOARD 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PRESIDENT/VICE PRESIDENT OF THE BOARD direct 2014-04-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 2014-04-01
FORSTMANNLEFF LLC PRESIDENT & CEO direct 2006-05-01
Jenifer, Luan DIRECTOR/CHIEF OPERATING OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2016-06-01
ATKINS, CHARLES, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2018-05-01
MHI FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
HELHOSKI, BRIAN CHIEF FINANCIAL OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF FINANCIAL OFFICER direct 2018-05-01
THEEUWES, LUC, GERARD DIRECTOR/DIVISION DIRECTOR-WEST 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC DIRECTOR/DIVISION DIRECTOR-WEST direct 2018-11-01
HUGHES, DANIELLE, FRANCES DIRECTOR 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC PRESIDENT indirect 2001-09-01
DIVINE ALTERNATIVE ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2005-01-01
MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP TRUST TRUST 11/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC TRUST direct 2018-11-01
MHI FUNDS, LLC TRUST indirect 2018-11-01

MILLER HOWARD INVESTMENTS INC

ownership team - last updated 2018-05-09
Name Title Start Date Direct/Indirect % Ownership
MILLER, LOWELL, GLASER CHIEF INVESTMENT OFFICER 08/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER indirect 1988-08-01
MILLER HOWARD INVESTMENTS INC CHIEF INVESTMENT OFFICER direct 1988-08-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2001-07-01
MHI FUNDS, LLC CHIEF INVESTMENT OFFICER direct 2015-11-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 1988-08-01 2006-01-25
MILLER HOWARD INVESTMENTS INC PRESIDENT/SECRETARY direct 1988-08-01 2006-03-24
MILLER HOWARD INVESTMENTS INC PRESIDENT/CIO direct 1988-08-01 2014-03-14
MILLER HOWARD INVESTMENTS INC CIO direct 1988-08-01 2014-05-16
HAMADA, HELEN DIRECTOR 10/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OVERLOOK ADVISORS, LLC MANAGING MEMBER,CHIEF COMPLIANCE OFFICER direct 2001-07-01
MILLER HOWARD INVESTMENTS INC DIRECTOR direct 2015-10-01
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1988-08-01 2003-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT direct 1992-02-01 2004-03-30
M/H ADVISORS, LLC MANAGING MEMBER direct 2001-07-01 2005-04-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01 2006-01-25
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CCO/TREASURER direct 1992-02-01 2006-03-24
OVERLOOK ADVISORS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2011-03-31
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 1992-02-01 2011-08-04
MILLER HOWARD INVESTMENTS INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER/TREASURER direct 1992-02-01 2015-04-02
MILLER HOWARD INVESTMENTS INC SENIOR ADVISOR direct 2015-09-01 2016-10-18
SPRATT, BRYAN, JOSEPH PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
LESLIE, JOHN, E PORTFOLIO MANAGER/RESEARCH ANALYST 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PORTFOLIO MANAGER/RESEARCH ANALYST direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
CHUN, LEE SIK, STEVE EXECUTIVE VICE PRESIDENT-DIRECTOR OF MARKETING 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC EXEC.VP CLIENT SERVICE/OPERATIONS direct 2006-03-01
MILLER HOWARD INVESTMENTS INC EXECUTIVE VICE PRESIDENT-CLIENT SERVICE/OPERATIONS direct 2006-03-01
MILLER HOWARD INVESTMENTS INC EXECUTIVE VICE PRESIDENT-DIRECTOR OF MARKETING direct 2006-03-01
OVERLOOK ADVISORS, LLC MEMBER direct 2006-03-01
OVERLOOK ADVISORS, LLC MANAGING MEMBER direct 2006-03-01
BROOK, PAUL, ANDREW CHIEF FINANCIAL OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2012-03-01
MILLER HOWARD INVESTMENTS INC CHIEF FINANCIAL OFFICER direct 2015-09-01
MHI FUNDS, LLC CHIEF FINANCIAL OFFICER direct 2015-11-01
TROXELL, DANA, CHASE PRESIDENT/VICE PRESIDENT OF THE BOARD 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC PRESIDENT/VICE PRESIDENT OF THE BOARD direct 2014-04-01
MILLER HOWARD INVESTMENTS INC PRESIDENT direct 2014-04-01
FORSTMANNLEFF LLC PRESIDENT & CEO direct 2006-05-01
Jenifer, Luan CHIEF OPERATING OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF OPERATING OFFICER direct 2016-06-01
ATKINS, CHARLES, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER HOWARD INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 2018-05-01
MHI FUNDS, LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01

WhaleScore history for MILLER HOWARD INVESTMENTS INC

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