Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
Committed to delivering long-term results through authentic active management
Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Infrastructure in the Rapidly Changing Policy Landscape
Policy changes around the world are redefining how infrastructure projects are being funded, affecting capital flows and having an impact on the growth rates of infrastructure assets.
Anatomy of a Recession: Data Dearth and the Dashboard
While the government shutdown has halted most economic data releases, our analysis of private data sources suggests a continuation of recent trends and a stable green signal for the Recession Risk Dashboard.
Our Investment Strategies
Our investment strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialised group of analysts.
Global Equity Strategies
We provide investors access to investment solutions focused on Global Growth and Improving companies. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities with ESG integration.
More...Listed Real Asset Strategies
Our teams bring decades of experience investing across global listed infrastructure and real asset companies. These strategies serve as liquid, inflation-linked, income-generating building blocks for investment portfolios.
More...Australian Equity Strategies
Our Australian Equity solutions have a disciplined and repeatable investment approach that rely on a common fundamental and quantitative research platform.
More...Emerging Markets Strategies
High-conviction, stock focused emerging market portfolios, focused on identifying high quality emerging market companies with robust balance sheets and growth potential.
More...