What sets us apart

Who we are

Maple-Brown Abbott Global Listed Infrastructure is a highly specialised investment manager focused on infrastructure assets. Since our inception in 2012, we have built a strong track record of delivering stable, long-term returns by investing in infrastructure. Features of the infrastructure asset class include defensive business models, diversification, inflation protection and low volatility cash flows. Our expertise, independence, and alignment with investors have made us a leader in the sector.

Why we’re different

Maple-Brown Abbott Global Listed Infrastructure differentiates itself through a clear and disciplined investment strategy, avoiding unnecessary risks while capitalising on high-quality infrastructure opportunities at attractive valuations. Our key differentiators include:

• A strict definition of infrastructure: A tight definition of infrastructure versus indices and peers is a deliberate feature of our investment strategy. Our focused approach targets the true benefits of the asset class – namely, stable cashflows, inflation protection characteristics and lower correlation to global equities. Our targeted and repeatable approach is a consistent feature of our 13-year track record of dedicated listed infrastructure investing.
• Capacity discipline: We believe that capacity is critical to reduce the possibility that the investment strategy would become constrained and the benefits of active management being lost. Capacity is reviewed annually and is currently at USD$8.5bn.¹, which is more than double our current assets under management.
• Dedicated responsible investment resources: Unlike many competitors, we have dedicated and embedded resources for responsible investment (RI). This allows for the rigorous and consistent integration of environmental, social and governance risks and opportunities into the investment decision-making process.
• Alignment through ownership: We pride ourselves on having a deep, long-term alignment with our clients. The founding partners and the majority of the GLI investment team own 54% of equity in the Global Listed Infrastructure business. We believe the strategy will only be successful through top tier investment performance. Additionally, all team members are dedicated to this single strategy, ensuring full focus and alignment in executing our investment approach.
• Independence in decision-making: We remain free from large corporate pressures and negative external influences. We maintain full independence in our investment decision making, which in turn allows us to focus solely on delivering strong risk-adjusted returns for our clients. Moreover, investments in the strategy – alongside our investment partners – further entrenches our strong alignment of interests
• Proven long-term performance: We have one of the longest track records of dedicated listed infrastructure investing. The strategy has delivered strong risk-adjusted returns since inception and weathered multiple market cycles. This has been achieved through consistency, stability and alignment.

Why invest in global listed infrastructure now?

We are at a critical juncture for global infrastructure investing. Digitalisation, AI and the energy transition are all examples of megatrends set to shape investment for decades to come. The strategy is uniquely positioned to capitalise on historically defining mega themes, attractive valuations and major capital investment.

1  Tapping into digitalisation and AI

We see growing demand for infrastructure supporting these digitalisation and AI technologies, such as communication towers, electricity grid and power generation. We do not chase themes, but we selectively invest in areas that offer strong long-term returns with attractive valuations.

2  Capital deployment to catalyse the energy transition

The shift towards renewable energy and electrification presents significant investment opportunities for decades to come. The strategy is well positioned to benefit from these long-term secular trends in different parts of the world.

3  Focus on physical risk management

The physical risks of climate change present real and tangible challenges for societies and economies alike. As such, infrastructure investments must account for climate risk. Our proactive approach ensures resilience across our portfolio.

4  Significant capital expenditure driving growth

The world needs more infrastructure investment. Infrastructure spending is at record levels globally, with significant expansion across transportation, energy, water and digital infrastructure.² We strategically position our portfolio to benefit from this ongoing investment theme.

5  Attractive valuations and asset sales

Current market conditions present opportunities to acquire high-quality assets at compelling valuations, creating strong upside potential.

Maple-Brown Abbott Global Listed Infrastructure is the premier choice for investors seeking stable, long-term exposure to infrastructure. Our disciplined strategy, focus on high-quality assets, and strong governance make us a standout choice in today’s evolving market landscape.

1  As at 31 December 2024
2  Bloomberg; MBA calculations. As at 31 December 2024.

Disclaimer
This article was prepared and issued by Maple-Brown Abbott Ltd ABN 73 001 208 564, AFSL No. 237296 (“MBA”). This information is general information only and it does not have regard to any person’s investment objectives, financial situation or needs. Before making any investment decision, you should seek independent investment, legal, tax, accounting or other professional advice as appropriate, and obtain the relevant Product Disclosure Statement and Target Market Determination for any financial product you are considering. This information does not constitute an offer or solicitation by anyone in any jurisdiction. Past performance is not a reliable indicator of future performance. Any views expressed on individual stocks or other investments, or any forecasts or estimates, are point in time views and may be based on certain assumptions and qualifications not set out in part or in full in this information. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other MBA communications, strategies or funds. Any companies, securities and or/case studies referenced or discussed are used only for illustrative purposes. The information provided is not a recommendation for any particular security or strategy, and is not an indication of the trading intent of MBA. Information derived from sources is believed to be accurate, however such information has not been independently verified and may be subject to assumptions and qualifications compiled by the relevant source and this information does not purport to provide a complete description of all or any such assumptions and qualifications. To the extent permitted by law, neither MBA, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of the information contained herein, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on any part of this information. This information is current at 5 March 2025 and is subject to change at any time without notice. © 2025 Maple-Brown Abbott Limited.