Morrison & Co is a leading alternative asset manager with experience across infrastructure and property in both private and listed markets. Morrison & Co combines deep sector knowledge, asset management capability, and operational expertise to deliver exceptional risk-adjusted returns for clients.
Morrison & Co was founded in 1988, and today manages multiple client mandates with total funds under management of over A$20 billion.
We invest on behalf of sovereign wealth funds, pension funds, family offices, endowments and other public and private pools of capital. In 1994, Morrison & Co launched Infratil, one of the world's first listed infrastructure funds and has subsequently added a number of Australasian sovereign wealth and pension fund clients. In July 2018 Morrison & Co took over management of UTA and its portfolio of core infrastructure assets. Morrison & Co's investment mandates are tailored to each client and variously cover private and listed markets, equity and debt, and asset-specific management relationships.
Today we have a number of separately managed accounts and a growing family of co-mingled products offering public-private partnership, real estate and infrastructure exposure.Read more
Investment Management Approach
Morrison & Co is focused on ideas that matter. We use an active management approach to convert our insights into superior returns for our investors.
We focus on ideas that matter
Our focus areas include renewable energy and energy networks, airports and transport infrastructure, essential eldercare services, data and telecommunications, water, waste and a broad range of property and social infrastructure.
Growing from our home markets in Australia and New Zealand, today we are global investors with significant assets under management in Australia, New Zealand, the United Kingdom, Europe and North America.
We develop unique insights
By harnessing significant operational expertise in our target sectors
By consistently identifying and understanding the emerging trends in infrastructure and essential services ahead of the market
By combining investment analysis and our asset management experience to optimise the performance of assets and future options
By incorporating ESG practices across the entire investment processes
We are committed to Responsible Investment
Morrison & Co's purpose is to invest wisely in ideas that matter and in doing so we aim to create long-term value for our clients, the environment and society.
We believe that environmental, social and governance (ESG) factors have an impact on investment performance and valuation, and that effective ESG integration can be value accretive over short, medium and long term horizons. Our Responsible Investment Policy is available here.
We also believe that action should be taken to minimise the climate warming impacts of GHG on society, and we acknowledge that climate change presents investment risks and opportunities for Morrison & Co and its clients. Our Climate Change Position Statement is available here.
Our businesses enhance the economic potential of the regions they operate within
By being an integral part of the community
By reinvesting gains in future capability and sharing value broadly across various stakeholders
Lloyd Morrison founded H.R.L. Morrison & Co on the 8th of August 1988 and remained Chairman until his death in February 2012. Lloyd was invested as a Companion of the New Zealand Order of Merit in the New Year Honours of 2010. The NZ Business Hall of Fame posthumously inducted Lloyd as a Laureate in 2015. Lloyd was widely respected and admired for his vision, passion and determination. As a proud New Zealander he cared deeply and contributed to many areas of New Zealand society outside of business including the arts, sport and the environment.