The Risks that Infrastructure Investors Should be Watching

Ursula Tonkin, Whitehelm Capital

 

The risks that infrastructure investors should be watching

Whitehelm Capital

 

In this Citywire Selector video Ursula Tonkin, portfolio manager at Whitehelm Capital, who runs the Whitehelm Capital Listed Core Infrastructure fund, shares her insights on the risks infrastructure investors should be watching.

Ursula discusses the valuation gap between public and private infrastructure markets, and risks lurking in the cash flows. She also explains why she is looking for 'boring' companies and why the market is not currently pricing in sustainability risks well enough.

 

Click here to watch the video

 

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