The Marlborough Global Essential Infrastructure team, led by Tim Humphreys, manage a portfolio of 25 to 45 high-quality publicly listed companies providing essential infrastructure facilities around the globe. These are facilities that are essential for the basic functioning of a society, including regulated utilities such as electricity, gas and water; transport facilities, such as toll roads and airports; energy pipelines; and mobile phone towers.
The team have more than 60 years’ combined experience of investing in infrastructure businesses and their focus on essential infrastructure is a key differentiator. The team identify companies with strong environmental, social and governance (ESG) credentials and the investment strategy is designed to provide attractive long-term returns, supported by a healthy yield.