The asset manager Bantleon has created a new equity fund called Bantleon Select Infrastructure that invests in listed infrastructure companies. With a focus on value stocks, the fund is designed to profit from the superior value growth potential of the basic infrastructure segment. The portfolio managers select stocks using fundamental criteria and also take account of non-financial information such as environmental, social and governance (ESG) factors.
By concentrating on basic infrastructure, they aim to harness global structural trends such as demographic change, urbanisation, scarcity of resources and the digital transformation. They invest first and foremost in transport, utilities and passive telecommunication infrastructure with monopolistic business models, high market entry barriers and stable income. »This, combined with physical assets that are difficult to substitute, makes these companies a good value investment in these times of asset price inflation,« explains Susanne Linhardt, Senior Portfolio Manager Infrastructure. »By investing in listed infrastructure firms, we are offering diversification relative to both the global equity market and direct investments in infrastructure,« she adds
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