The Global Listed Real Assets team, part of our Real Assets capability, uses proprietary research to invest in publicly traded real estate and infrastructure securities that it believes offer the best value relative to their underlying assets, growth prospects and earnings. The team combines a bottom-up approach, assessing the intrinsic value, equity multiples and growth prospects of each security, with a top-down view that incorporates fundamental inflection points, macroeconomic considerations, and geopolitical and country risk. Team members are highly experienced, with a local presence in the U.S., Europe and Asia, and trading locally within each region.

“Our investment philosophy is centered around the identification of relative value of both the physical real asset and the equity security”

 
 

Effective February 9, 2022, Simon Robson Brown was added as a portfolio manager on the Team and Michiel te Paske and Sven Van Kemenade were removed as portfolio managers on the Team.

 
 

 

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