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Investing in infrastructure is about investing in the companies that provide essential services to society and that generate predictable long-term earnings.

Business Quality is a key factor in the Airlie investment process, and we typically define a high-quality business as one that can earn a decent return on its capital.

Behind the success of the world’s most famous quick-service chicken restaurant, the world’s second-largest pizza chain and the US’s leading Mexican-style franchise sits Yum! Brands.

Vinci is built around the pillars of its concessions and contracting operations. From our perspective, the most attractive part of its business is the large and diversified concessions holdings.

Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.

In this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, providing an update on GLP-1 following our recent episode on the weight loss wonder drug.

While we tend to think of toll roads as a recent phenomenon, they have been around for
thousands of years. Toll roads today are a popular way for cash-strapped governments
to raise money and improve the quality of, and reduce the congestion on road networks.
Given the huge capital costs (toll roads often cost billions of dollars to build), for most
investors the listed market is the only way to gain access to these assets.

Railroads provide a basic, but critical role for any developed society – they facilitate the
connection between producers and consumers of essential goods and support a large section
of the economy. The North American rail industry represents one of the world’s oldest and
largest collections of transport infrastructure.

Global Leader in Alternative Investments.

On track for sustainable growth

A high-water mark for infrastructure investment.

Scaling to new heights in the cloud.

A sound investment opportunity.

Global sports-betting giant developing new markets, consolidating existing ones.

Investing in infrastructure is about investing in the companies that provide
essential services to society, and earning predictable, reliable returns in
the process.

Today, airports around the world collectively cater for over four billion passengers annually, with growth driven by improvements in technology, the expansion of low-cost carriers and globalisation. For most investors, the listed market is the only way to gain access to airport infrastructure that has underpinned this growth.