What’s the strategy?
The Global Infrastructure Equity (London Capital) portfolio strategy invests in domestic and global securities that directly or indirectly benefit from the development, maintenance, service and management of infrastructure with the aim of achieving long-term capital appreciation. This strategy focuses on attractive income-yielding stocks whose dividend income could enhance portfolio returns, primarily within 3 major sectors – energy, industrials and utilities.
The portfolio managers pursue a proprietary and systematic approach, benefiting from quantitative-driven analysis to identify stocks with the most attractive combination of stock attributes. Fundamental factor-analysis underpins stock selection and portfolio construction to isolate and capitalize on key drivers of market performance. The holdings are equally weighted, making the portfolio non-benchmark relative. This portfolio invests globally and can hold up to 30% in cash when a relatively low number of stocks rank well.
It’s a systematic method designed to deliver strong, long-term, risk-adjusted returns through a transparent and repeatable process.
Why invest in this portfolio strategy?
The Global Infrastructure Equity (London Capital) portfolio is ideal for investors seeking exposure to global infrastructure opportunities with longer term growth potential.
This unique portfolio offers:
- the opportunity to benefit from global infrastructure spending and opportunities through infrastructure-related companies
- broad diversification across all major regions of the world, with emphasis on developed countries, but with exposure to emerging countries
- exposure to dividend-paying equities
- a low correlation to other asset classes and the potential to reduce volatility when it is added to a diversified equity portfolio
- access to leading companies from around the world
- a highly liquid investment vehicle
Data for institutional investors
Robert co-manages the London Capital U.S. Value mandate, Canadian Low Volatility mandate and Global Sector mandates (Global Infrastructure Equities and Global Real Estate Equities).
Robert’s portfolio management responsibilities include developing fundamental factor models to analyze and value companies in a variety of sectors and building proprietary quantitative models to support many of London Capital's equity mandates.
Before joining London Capital in 2007 as an equity analyst, he worked in corporate finance, risk management and equity fundamental research for a commodity firm.
Robert holds an undergraduate degree in economics from Western University and an MBA from the Richard Ivey School of Business. He is also a CFA charterholder.
Pei is co-manager of London Capital’s Global Real Estate, Global Infrastructure, Canadian Low Volatility and U.S. Value mandates.
Before joining GLC in 2015, he was actively involved in quantitative investing for one of Canada’s largest institutional investment managers in Alberta.
Pei started his career in 2006 at a large financial institution specializing in investment risk management technology. He specialized in integrating new option pricing models, enhancing trading platforms and managing pricing and risk databases for equities, commodities, fixed income and foreign exchange derivatives.
A CFA charterholder, Pei completed a master of mathematics (statistics-finance) degree at the University of Waterloo and a master of science degree in pure mathematics at Simon Fraser University.
Benchmark source: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.