Global Infra Equity
Model Portfolio Strategy • Quarterly rebalancing
5Y Ann. Return
+23.0%
Dividend Yield
3.1%
Sharpe Ratio
0.88
Active Positions
20
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality global infrastructure companies across utilities, energy, and industrials that consistently generate shareholder wealth, while trading at attractive multiples. This strategy is based on a proprietary multi-factor quantitative model.
Rebalancing Calendar
- Monday, March 2nd, 2026
- Monday, June 1st, 2026
- Tuesday, September 1st, 2026
Objectives
- Target long term capital appreciation among Global Infrastructure Equities.
- Consistently deliver performance over the S&P Global Infrastructure Total Return Index.
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a medium to high risk tolerance. Consider this strategy if you are seeking an equity strategy focused on global infrastructure themes including utilities, energy transportation, and industrial infrastructure.
Performance vs S&P Global Infra TR
Sector Allocation
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