Marlborough Global Essential Infrastructure

The Marlborough Global Essential Infrastructure team 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.  

Fund managers Tim Humphreys, Jonathan Reyes, Natasha Thomas and Paul Johnston have more than 60 years’ combined experience of investing in infrastructure businesses and their focus on essential infrastructure is a key differentiator. This strategy is designed to provide attractive long-term returns, supported by a healthy yield, with superior downside protection and reduced volatility.

The team identify companies with strong ESG credentials and use both quantitative and qualitative analysis, alongside a disciplined risk-management process, with the aim of achieving consistent risk-controlled outperformance.