Insights

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer, and Greg Goodsell, Global Equity Strategist, explain the benefits of investing in infrastructure and the specific opportunities available via the 4D Global Infrastructure Fund.

Bennelong Funds Management is the new naming rights sponsor of Australia’s strongest domestic cycling team, to be known as Bennelong SwissWellness Cycling Team p/b Cervelo.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains why infrastructure shouldn’t only be considered a defensive asset class.

Sarah Shaw, Global Portfolio Manager and Chief Investment Officer at 4D Infrastructure, explains how the geographic disposition of the portfolio is determined.

Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out

A cornerstone of our investment process is company management meetings and site visits. These meetings serve several purposes, including providing an insight into management—how they think and run their business—and whether management priorities align with ours as investors. Our Company Quality Grading process involves explicitly ranking company management, so first-hand contact is vital.

There are signs that Australia’s future as the ‘lucky country’ is not as bright as many believe, according to a recent paper by Quay Global Investors.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the central tenets of this quote and how they suggest we are truly living in the Asian century.

Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.