The Case for Listed Infrastructure

Global  listed  infrastructure  companies  have  distinct  investment  characteristics  that  we  believe  make  the  asset  class  a  strong  complement  to  investor  portfolios. The  asset  class  may  provide  a  unique  combination  of  defensive  characteristics  and  long-term  growth  potential.  We  explore  listed  infrastructure’s  historically  attractive  risk-adjusted  returns  and  current  relative  valuation,  as  well  as  the secular investment themes driving increased investment in the asset class and value creation for investors.