A boutique asset manager investing in listed infrastructure companies across all four corners of the globe.
Established in partnership with Bennelong Funds Management in April 2015, the 4D Infrastructure team comprises two experienced infrastructure investors, Sarah Shaw and Greg Goodsell, supported by senior investment analysts Mark Jones and Peter Aquilina, and investment analysts Christopher James and Tasneef Rahman.
Over the past decade, investment allocations to private infrastructure have more than quadrupled from $129 billion to $582 billion [1]. This increased flow of funds into the asset class is ... read article
“The earnings of these assets are proving to be far more resilient than the equity sell-off implies.”
Listen to Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss ... read article The COVID-19 pandemic has very likely pushed the international economy into recession and cut a swathe through global equity markets. From 21 February through to the end of March 2020, the US S&P ... read article
Global Matters: Direct and listed infrastructure - complementary portfolio allocations
25 June 2020
Q&A with Sarah Shaw: airports, emerging markets and ESG
27 May 2020
Global Matters: Global listed infrastructure - 'Buy' time looming?
16 April 2020
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