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Index unaware
Index unaware
Truly global
Truly global
ESG embedded
ESG embedded

Investing in listed infrastructure companies across all four corners of the globe

4D Infrastructure is a boutique asset manager investing in global listed infrastructure companies. It was established in 2015 in partnership with Bennelong Funds Management, with principals Sarah Shaw and Greg Goodsell supported by an experienced team of investment analysts.

Their aim is to identify quality infrastructure companies that are trading below fair value and have sustainable, growing earnings combined with sustainable, growing dividends.

Our funds

4D Emerging Markets Infrastructure Fund

Invests in listed infrastructure companies in emerging markets across the globe. The Fund aims to identify quality listed global emerging market infrastructure securities that are trading below fair value and have sustainable, growing earnings and dividends.

4D Global Infrastructure Fund (Unhedged)

Invests in listed infrastructure companies across all four corners of the globe. The Fund aims to identify quality listed global infrastructure securities that are trading below fair value and have sustainable, growing earnings and dividends. It is currency unhedged.

4D Global Infrastructure Fund (AUD Hedged)

Invests in listed infrastructure companies across all four corners of the globe. The Fund aims to identify quality listed global infrastructure securities that are trading below fair value and have sustainable, growing earnings and dividends. It aims to mitigate the impact of currency by hedging foreign currency exposure.

Our people

The team has significant experience in global infrastructure, built around industry, sector, regional and company knowledge. Their varied backgrounds across sell side, buy side, portfolio management, equities research and strategy, debt, fund start-up, investment banking and consulting across both listed and unlisted infrastructure bring diverse thinking to the team’s decision-making.