Listen to Bryan, Portfolio Manager for the Infrastrucure Fund, focusing on utilities, telecom, energy, transportation/Logistics, which are all part of this fund. These highly regulated sectors represent about 25% of the U.S. economy, and are becoming more key to the economy and political landscapes. Expecting these assets to become more valuable in the near and longer term future, Bryan makes compelling points re: the future opportunities of this space. Loaded with misperceptions by investors, Bryan addresses the need to be focused on this strategy.
July 23, 2018