4D – Should Infrastructure Always Be Considered A Defensive Asset Class?

By Tim McGowen | More Articles by Tim McGowen

Sarah Shaw from Bennelong’s 4D boutique Fund talks with Informed Investor about how the different investment choices within infrastructure make it a more flexible asset class than investors understand.

Key points in the video:

  • Why Infrastructure can be an attractive investment option in all markets
  • Infrastructure’s defensive attributes
  • The huge need for Infrastructure assets and the reasons for it
  • User-pays vs. utilities, and how having a choice between the two makes Infrastructure a more flexible asset class than is usually credited

Sarah Shaw B.Com. B.LLB, GDLP is the Chief Investment Officer for Bennelong 4D Infrastructure.

Sarah has 27 years’ finance experience across accounting, commercial law, sell side and buy side research and portfolio management. This includes 18 years’ global listed infrastructure experience, seven of which were offshore. She has particular expertise in emerging markets, having followed the region since 1998, combined with regional experience across developed Asia (including Australia), Europe and the USA. Sarah is an experienced portfolio manager, having successfully launched and managed several listed infrastructure funds including being involved in the build-out of two start-up listed infrastructure capabilities.

Tim McGowen

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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