Skip to main content

Management and governance in listed infrastructure

Justin Lannen, Co-Founder and Portfolio Manager, Global Listed Infrastructure

by Justin Lannen

Co-Founder and Portfolio Manager, Global Listed Infrastructure

Article 23 Feb 2015
Airport at sunset

Interested in investing with us?

As part of our investment philosophy, we believe investing in listed infrastructure companies with quality management and strong corporate governance is one way to both improve investment returns and reduce risk. This view is based on our experience in the infrastructure sector and is supported by various academic studies over the years. Maple-Brown Abbott have had a long standing commitment to good corporate governance. This commitment was formalised in 2008 when the board approved the Environmental, Social and Governance (ESG) policy and the firm became a signatory to the United National Principles of Responsible Investing (UNPRI). The focus of this research paper is on the management and governance of global listed infrastructure companies.

Justin Lannen
Co-Founder and Portfolio Manager, Global Listed Infrastructure

Justin Lannen, Co-Founder and Portfolio Manager, Global Listed Infrastructure
Co-Founder and Portfolio Manager, Global Listed Infrastructure

Justin Lannen

BEng, BCom, CFA
Justin Lannen joined Maple-Brown Abbott in 2012. Justin is co-founder and portfolio manager of Maple-Brown Abbott’s Global Listed Infrastructure and is also responsible for all Regulated Utilities (ex-North America). Prior to joining Maple-Brown Abbott, Justin spent five years as Portfolio Manager at Macquarie where he managed their global listed infrastructure portfolios whilst based in New York and Sydney. Prior to this, Justin worked at Colonial First State as a portfolio manager and managed the $1.4bn industrial share fund whilst maintaining his analysis of infrastructure stocks. Justin is a toll road expert having spent the majority of his career looking at the same businesses that he does today.

 

Board and committee membership:
Maple-Brown Abbott Global Listed Infrastructure Pty Limited

Justin

Interested in investing with us?

Investment Insights

Article 10 Jul 2026

Beyond the chips five thematics from our US trip

Our recent US trip took us across five cities, meeting management teams, industry experts and policymakers. The most valuable insights emerge from the pattern that forms when dozens of conversations begin pointing the same way. This trip surfaced five thematics, from an AI build-out that is really a story about power and connectivity to structural defence spending and a resilient US consumer. We explore what each means for finding Australian small companies on the right side of these shifts.
Article 11 May 2026

Why correlations matter – the role of infrastructure in a portfolio

A portfolio is only as diversified as its least correlated assets. When equities and bonds moved together in 2022 – and again when tech stocks sold off and geopolitical tensions escalated in early 2026 – investors with a strategic allocation to global listed infrastructure were better placed than most. This white paper examines why infrastructure plays a structurally different role in a portfolio, and what the latest data tells us about the durability of that role across different market environments.
Article 8 May 2026

Debt down $130m, earnings ahead. Why this fundie is still buying this ASX small cap

Phillip Hudak joins Livewire Markets to share his latest buy, a new AI exposed name on the watchlist, and a position he's just trimmed – plus why Australian small caps could be quietly setting up for a meaningful catch-up trade.
Article 22 Apr 2026

Oil–Geopolitical conflict and why small caps is the winner in a recovery

Geopolitical shock. Market volatility. And an opportunity set in Australian small caps that we believe is as compelling as we have seen in some time. In this quarterly update, we examine why the 2026 oil shock is fundamentally different from previous cycles – and why the resulting volatility has created a genuine buying opportunity. With the Small Ordinaries trading at a 17% discount to the ASX 100 and consensus earnings growth forecast at 26% for FY26, the case for small caps is strengthening.

Subscribe to receive Investment Insights