Sarah Shaw
SQM Research has rated the 4D Global Infrastructure Fund, which was launched in March 2016, as ‘Favourable’.
The Fund is managed by 4D Infrastructure, headed up by Sarah Shaw and Greg Goodsell, with support from two investment analysts and the backing of Bennelong Funds Management.
SQM states that the team is “…knowledgeable, experienced and passionate about infrastructure equities, with a proven track record in growing funds under management in previous roles.” Whilst still in its infancy, the fund has “experienced healthy inflows since inception”.
SQM’s approved investment grading deems the Fund can be considered for APL inclusion as the Fund “may outperform its peers and benchmark the majority of the time or SQM believes this is a fund that has potential to be an outperforming fund over the medium term”.
4D is a boutique asset manager investing in listed infrastructure companies, globally. 4D aims to identify quality infrastructure companies, trading at or below fair value with sustainable, growing earnings combined with sustainable, growing dividends. The Fund is index agnostic as 4D look for the best opportunities globally in regions including North America, Europe, developed Asia and emerging markets.