RARE Infrastructure Limited
Based in Sydney, Australia, RARE has one of the world’s most experienced global infrastructure investment management teams with more than 70 years combined global infrastructure expertise and is focused solely on researching and investing in global listed and unlisted infrastructure stock. RARE’s objective is to provide investors with regular and predictable income, comprised of dividends and capital growth from a portfolio of global infrastructure securities.
RARE’s investment process includes the following quantitative and qualitative assessments to select a final concentrated portfolio of stocks from more than 40,000 global listed securities. RARE’s combined experience in this asset class adds value at every step of the process.
Screening Analysis
The screening process is designed to reduce the global universe of stocks to a select Focus List. This includes, sector screens, market capitalization, financial, valuation and peer group assessments.
Individual Security Assessment
The Focus List goes through thorough research checks to ensure attributes of a security are aligned with the fund’s overall objectives. This research covers both quantitative and qualitative attributes.
Portfolio Construction Parameters
RARE’s portfolio construction ultimately results in a balanced portfolio.