High conviction listed infrastructure investing

Since 2006, Morrison has managed listed infrastructure mandates for its institutional clients. 

This high conviction listed strategy builds from Morrison’s long-established investment philosophy, targeting opportunities that are expected to benefit from long-term trends linked to the evolving needs of society and economies. These include the energy transition, global mobility, digitisation and the circular economy. 

Tim Skerman, Head of Listed Investments at Morrison, said, “We bring a liquid investment lens to Morrison’s specialist real assets knowledge and capability. 

“We see demand for infrastructure rising in many developed economies, fuelled by long periods of public under-investment, the need to decarbonise, technological adoption, the demand for greater domestic infrastructure security in the face of heightened global security and supply risks, and the need to meet population growth and demographic changes.”

The Morrison Listed Infrastructure team is complemented by in-house real asset knowledge to develop conviction in the fundamental value and return potential of listed market opportunities targeting a total return outcome. 

The team takes a disciplined approach to stewardship, engaging directly with the management teams of portfolio companies and actively assessing stocks within a strong responsible investment framework.

In recent years, the listed team has expanded its reach to a broader range of investors globally, actively identifying and managing high conviction global listed infrastructure investments.

For more information, https://morrisonglobal.com/listed-investments/

Note: This is for informational purposes only. It is not an offer to purchase, nor a solicitation of an offer to sell, subscribe for or make an in investment in any Morrison product.