Global Essential Infrastructure | Fund Manager Q&A Session
Overview
Head and Co-Head of Global Listed Infrastructure, Tim Humphreys and Jonathan Reyes, will guide you through the once-in-a-decade opportunity in infrastructure. Set your portfolio for future years of compounding in some of the world’s strongest and safest companies, and access a yield of around 4%, with defensive growth characteristics. Learn about four sectors all offering value at a significant margin of safety in this market: communications, utilities, energy and transportation. Learn about the opportunity in this sector beyond our shores.
Find out more
Presenters
Timothy Humphreys
Head of Global Listed Infrastructure
Tim has over 20 years of financial markets experience working in Sydney and London with companies such as AMP Capital, AMP Capital Brookfield, RARE Infrastructure, Insight Investment and Rothschild Asset Management. Prior joining Ausbil, Tim was Head of Global Listed Infrastructure at AMP Capital. His primary role at AMP Capital was the management of global listed infrastructure funds which grew from $200m to $2bn during his tenure. Tim also sat on various Investment and Valuation committees for the AMP Capital Unlisted Infrastructure Funds. Before joining AMP Capital, Tim was a senior analyst at boutiques AMP Capital Brookfield and RARE Infrastructure where he was responsible for a broad range of Infrastructure companies globally. Tim helped increase AUM at both companies significantly. Earlier in his career he worked for 10 years as an equity analyst with Insight Investment and Rothschild Asset Management where he covered a broad range of sectors across Europe, including Tech during the dotcom bubble burst. Tim is a founding member of Ausbil’s global infrastructure team and his roles at Ausbil include strategy, portfolio construction and stock analysis for the global listed infrastructure team. Tim holds a Bachelor of Engineering (Civil and Structural Engineering) from The University of Sheffield (United Kingdom) and studied Engineering Science at Oxford University.
Jonathan Reyes
Co-Head Global Listed Infrastructure
Jonathan has over 16 years of financial markets experience working in Sydney and New York for AMP Capital, AMP Capital Brookfield, RARE Infrastructure and Bear Stearns Asset Management. Before joining Ausbil, Jonathan spent 10 years working alongside Tim Humphreys at RARE Infrastructure and AMP Capital as a Portfolio Manager/Analyst in the Global Listed Infrastructure team. Jon was responsible for portfolio management of the global listed infrastructure strategies and the analysis of infrastructure companies in the Asia Pacific and North America regions. Prior to joining AMP Capital, Jonathan was an analyst at AMP Capital Brookfield and RARE Infrastructure based in Sydney where he was responsible for analysing infrastructure companies in the Emerging Markets, Asia Pacific and North America regions. Jonathan started his career at Bear Stearns, where he worked for over six years on the equity trading desk and later the asset management division as an investment analyst for the large-cap value team. Jonathan is a founding member of Ausbil’s global infrastructure team and his roles include strategy, portfolio construction and company analysis for global listed infrastructure securities in the transportation infrastructure sector. Jonathan holds a Bachelor of General Studies (Major in Economics) from The University of Kansas (Kansas, USA).
Disclaimer | Privacy Policy | Complaints Policy | Cookies Policy | AFSL 229722 | ©2024 Ausbil Investment Management Limited