4D Infrastructure is a boutique asset manager investing in listed infrastructure companies across all four corners of the globe. It was established in April 2015 in partnership with Bennelong Funds Management, with principals Sarah Shaw and Greg Goodsell supported by four investment analysts.
4D manages two funds, the 4D Global Infrastructure Fund and the 4D Emerging Markets Infrastructure Fund. The aim is to identify quality infrastructure companies trading below fair value with sustainable, growing earnings combined with sustainable, growing dividends.
The team has significant experience in global infrastructure, built around industry, sector, regional and company knowledge. Their varied backgrounds across sell side, buy side, portfolio management, equities research and strategy, debt, fund start-up, investment banking and consulting across both listed and unlisted infrastructure bring diverse thinking to the team’s decision-making.