Insights

When you think of consistent earnings, what comes to mind? For Sarah Shaw, it comes down to a strict definition of the infrastructure universe and the characteristics that underpin earnings.

In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?

4D Infrastructure has appointed Tim Snelgrove to the role of investment director, effective 29 May 2023. He will be based in Sydney and will report to chief investment officer, Sarah Shaw.  

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about the latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.

When it comes down to it, the reason anyone invests their money is to turn one dollar into two. While that seems like an obvious statement, for an investor, there are a lot of questions and considerations behind it. 

Kardinia Capital was established by the team’s principals and Bennelong Funds Management in 2011 after the principals incepted their strategy in 2006.

Bennelong Account Director, Jodie Saw, speaks with Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.

Bennelong Account Director, Dave Whitby, speaks with Touchstone’s Portfolio Specialist, Ron Sargeant, about the recent reporting season, what we can expect from markets for the remainder of the year, and Touchstone’s current portfolio positioning.