4D Infrastructure
News & Views: Are we there yet?!
Trump’s tariff policies, the impact on the economy and global listed infrastructure.
Quay Global Investors
Investment Perspectives: Not another US recession
It’s that time of year again. As 2025 moves into full swing, another round of (US) recession talk is escalating, creating significant market volatility.
Canopy Investors
Dollarama announce intended acquisition of The Reject Shop
Dollarama, a top holding in the Canopy Global Small & Mid Cap Fund, has announced its intended acquisition of ASX-listed The Reject Shop (TRS).
Canopy Investors
Everyone has a plan until they get punched in the face
"Know what you own and know why you own it."
Peter Lynch, One Up On Wall Street, 1989
Canopy Investors
James Hardie announces merger with AZEK
James Hardie this morning announced a merger with AZEK, valuing the latter at US$8.75 billion.
Quay Global Investors
Investment Perspectives: Share based payments are an expense!
As capital becomes more global, the trend to compare the pricing of global companies to local is on the rise.
Bennelong Funds Management
Bennelong to partner with ICS to transform investment data management
We recently selected ICS’s ATHENA platform as our new strategic investment data workflow provider.
Canopy Investors
Price is what you pay, value is what you get
“It has been demonstrated time and time again that no asset is so good that it can’t become a bad investment if bought at too high a price”.
Howard Marks, The Most Important Thing, 2011
4D Infrastructure
2024 Responsible Investment and Stewardship Report
4D Infrastructure believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.
