The benefits of investing
in sustainable infrastructure
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For those seeking long-term, predictable dividend yields with strong defensive attributes, sustainable infrastructure would seem the perfect investment choice.
With 20 years’ experience seeking multi-decade sources of alpha, KBI Global Investors should make an ideal addition to any portfolio. Director and CIO Noel O’Halloran and senior portfolio manager Colm O’Connor explain their investment strategy and how infrastructure and sustainability combine to produce an exciting investment proposition, both for now and the future.
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KBI Global Investors’ senior portfolio manager Colm O’Connor tells Citywire what sets his Sustainable Infrastructure fund apart from other strategies in the sector and reveals the five environmental megatrends he believes will fuel future returns.
KBI’s CIO Noel O’Halloran and senior portfolio manager Colm O’Connor explain how infrastructure and sustainability combine to produce an exciting investment proposition for those seeking long-term, predictable yields and higher growth, with strong defensive attributes. They are joined by Gordon Smith, partner and head of fund research at Killik & Co, Bob Tannahill, senior portfolio manager at Ravenscroft Investment Management, and Luke Hyde-Smith, head of fund selection at Waverton Investment Management discuss the future of sustainable infrastructure investing.
PANELLISTS
NOEL O’HALLORAN
DIRECTOR - CHIEF INVESTMENT
OFFICER (CIO)
COLM O’CONNOR
SENIOR PORTFOLIO MANAGER
GORDON SMITH, CFA
PARTNER, HEAD OF FUND RESEARCH
BOB TANNAHILL
SENIOR PORTFOLIO MANAGER, RAVENSCROFT INVESTMENT
MANAGEMENT
LUKE HYDE-SMITH, CFA
HEAD OF THIRD PARTY FUND SELECTION
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Noel joined KBI in 1992, was promoted to Head of Equities in 1996 and was appointed CIO in 2002. As CIO, he has overall responsibility for investment
process and performance of the firm’s assets under management across
the various asset classes and specialist equity portfolios. The firms team of
investment professionals report to Noel. He has specifically managed equity
portfolios across Irish, European, Asian & US equity markets. Prior to joining
the firm, Noel worked for Irish Life Investment Managers as a US Equity Asset
Manager. He is an engineer by profession having graduated with 1st Class
honours degree from University College Cork. He is a member of the CFA
Institute, the Society of Investment Analysts in Ireland and the UK Society of
Investment Professionals.
Colm is a senior portfolio manager at KBI, on the Natural Resource equity team, where he is responsible for the development of investment strategy as well as the day to day management of the Global Sustainable Infrastructure, Energy Solutions and Global Resource Solutions strategies. Colm joined the Natural Resource team in 2006 as an analyst on the Energy Solutions Strategy and was promoted to Portfolio Manager in 2008. Prior to that, he worked at KBI as an analyst in the Alternative Investments unit and as a Performance analyst in the Performance Measurement & Risk Analysis Unit. Colm graduated from University College Dublin in 2000 with a Commerce degree & continued on to complete a Masters in E-Commerce.
Gordon joined the Killik & Co Fund Research team in November 2006. He is responsible for Killik & Co’s Covered Funds list and manages a range of
fund-based discretionary services. Gordon is a member of the seven person
Investment Committee and holds the Chartered Financial Analyst (CFA) designation.
Bob is a long standing member of the Ravenscroft team having joined the firm in
its early stages in 2006. He is a director of Ravenscroft Investment Management
having worked in that team since 2010. He has primary responsibility for cautious
and income mandates and the Ravenscroft Global Income Fund. He holds the
CISI Diploma, is a Chartered Fellow of the Chartered Institute for Securities and
Investment and is a Chartered Wealth Manager.
Luke joined the company in February 2017 as the Head of Third Party Fund
Selection. He is the co-manager of the Waverton Real Assets Fund and
Waverton Absolute Return Fund and member of the Managed Portfolio
Service Investment team. Prior to working at Waverton he was at Brompton
Asset Management where he built and developed their collective investment
selection process and was a key team member who focussed on managing a
range of multi-asset class strategies. Luke has also worked at New Star Asset
Management and SG Private Bank. He has a BA Hons degree from Manchester
University and is a CFA Charterholder.
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For those seeking long-term, predictable dividend yields with strong defensive attributes, sustainable infrastructure would seem the perfect investment choice. With 20 years’ experience seeking multi-decade sources of alpha, KBI Global Investors should make an ideal addition to any portfolio. Director and CIO Noel O’Halloran and senior portfolio manager Colm O’Connor explain their investment strategy and how infrastructure and sustainability combine to produce an exciting investment proposition, both for now and the future.
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