Insights

This is the second in our series of ‘Trip Insights’, where we share those experiences. It follows a trip in September/October 2017 when Sarah Shaw, 4D’s Global Portfolio Manager and Chief Investment Officer, and Christopher James, 4D’s Investment Analyst, completed an extensive company engagement and calling program beginning in Hong Kong and continuing to Japan and the United States.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer, and Greg Goodsell, Global Equity Strategist, explain the benefits of investing in infrastructure and the specific opportunities available via the 4D Global Infrastructure Fund.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains why infrastructure shouldn’t only be considered a defensive asset class.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains how the geographic disposition of the portfolio is determined.

A cornerstone of our investment process is company management meetings and site visits. These meetings serve several purposes, including providing an insight into management—how they think and run their business—and whether management priorities align with ours as investors. Our Company Quality Grading process involves explicitly ranking company management, so first-hand contact is vital.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the central tenets of this quote and how they suggest we are truly living in the Asian century.

4D Infrastructure (4D) has created a new investment analyst role and recruited Tasneef Rahman to the position. It follows the appointment of Peter Aquilina as investment analyst earlier this year.

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will ‘add splendour to human civilisation’: would you attend?

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and falling markets, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.