Andrew Parsons

Resolution Capital is marking the three-year anniversary of the launch of its Global Listed Infrastructure Fund. The Fund invests in a select portfolio  of high-quality listed infrastructure assets that provide stable cashflows which have natural inflation linkages that can help provide defensive positions in client portfolios.

According to Resolution Capital’s Chief Investment Officer, Andrew Parsons, Global Listed Infrastructure is well positioned to benefit from very strong secular changes in 2025 and beyond.

“The world ultimately needs more power to fuel major structural shifts in digitisation, and that needs to be delivered in renewable formats that are sustainable, and which are less harmful to environments and populations globally,” said Mr Parsons.

“GLI is an underappreciated asset class in terms of being able to provide real and tangible exposure to digitisation. We have been building select positions in electric utilities globally that are essential in facilitating the energy demands of digitisation and the growth of artificial intelligence.

“Mobility is another major theme in which we think GLI provides unparallel exposure. Population growth and urbanisation is seeing demand for new and improved infrastructure and the listed market provides the most liquid way for investors to access these opportunities.”

During its first three years since inception, the Resolution Capital Global Listed Infrastructure Fund has navigated a challenging market environment and delivered a strong return profile and lower volatility for clients. It has achieved an annualised return of 7.5% post fees since inception (30/09/2021).

Resolution Capital Managing Director, Sonia Luton said, “We are very excited to deliver this specialist investment offering in global listed infrastructure to clients.

“The role of real assets in portfolios is increasingly important – we anticipate the overlap between listed infrastructure and real estate to become greater over time. Our Global Listed Infrastructure strategy has many of the hallmarks of the successful investment philosophy that Resolution Capital has adopted in listed real estate for over 20 years. “

The Resolution Capital Global Listed Infrastructure Fund follows Resolution Capital’s unique multi portfolio manager approach and is managed by three experienced portfolio managers, Jan de Vos, Sarah Lau and Mark Jones. The Fund has a ‘Recommended’ rating from Lonsec Research.

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Mark Jones joins Resolution Capital as a Senior Investment Analyst. Mark was previously with 4D Infrastructure where he was Senior Equity Analyst – Listed Infrastructure and Utilities.

Prior to 4D Infrastructure, Mark was Vice President and Equity Analyst at Goldman Sachs with coverage of Australian Listed Infrastructure and Utilities. Sarah Lau also joins the team as a Senior Investment Analyst. Sarah was previously an Analyst in the Global Listed Infrastructure team at H.R.L Morrison & Co and prior to that was a long-standing Analyst at Ausbil Investment Management.

The two appointments bring Resolution Capital’s highly credentialed and diverse investment team to 15 members.

“We welcome Sarah and Mark, two exceptional additions to the team. Their significant experience bolsters our talented team of Analysts dedicated to identifying exceptional Listed Real Assets including infrastructure as well as real estate.” Resolution Capital CIO, Andrew Parsons commented.

“Resolution Capital has been investing in Listed Real Estate for more than two decades. We are expanding our team in order to dedicate considerable resources to identifying opportunities in listed infrastructure securities, thereby affording clients with a broader range of assets with attractive attributes including high quality tangible assets and inflation protected cash-flows.”

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