Brookfield
Fund: Brookfield Next Generation Infrastructure UCITS Fund
Why is the Fund a Fund to Watch?:
We believe Brookfield Next Generation Infrastructure UCITS Fund is a fund to watch because the strategy invests in essential infrastructure companies positioned to benefit from the structural tailwinds of decarbonization, deglobalization, and digitalization. As structural trends shift towards more power and data consumption in a renewed era of international protectionism, the Next Generation Infrastructure strategy seeks to provide investors a long-term, risk-adjusted approach to capitalizing on key trends such as electrification, AI growth, energy security, and onshoring.
Speaker:
Joseph Idaszak, Director and Portfolio Manager within Brookfield’s Public Securities Group
Joseph Idaszak is a Director on the Public Securities Group’s Infrastructure Equities team. He is a Portfolio Manager for the Next Generation Infrastructure Equities strategies, as well as the Investment Strategist with the firm’s clients in the Infrastructure Equities Platform. In his role as Portfolio Manager for the Next Generation Infrastructure Equities strategies, Mr. Idaszak oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Prior to joining the firm in 2016, he was an Investment Associate at a long/short real assets hedge fund where he was responsible for Renewables, Utilities and Energy Infrastructure investment research and an analyst at Goldman, Sachs & Co. in the investment banking division, focusing on Renewables, Clean Technology, Industrials, and Healthcare. Mr. Idaszak earned a Bachelor of Business Administration degree from the University of Notre Dame.
Presentation Synopsis:
Brookfield Next Generation Infrastructure: The Intersection of Decarbonization, Deglobalization & Digitalization
Brookfield Next Generation Infrastructure is an actively managed global equity strategy investing in essential infrastructure companies positioned to benefit from the structural tailwinds of decarbonization, deglobalization, and digitalization. The portfolio focuses on infrastructure like businesses with regulated or contracted cash flows and inflation protections, while integrating sustainability as an SFDR Article 9 strategy to deliver resilient, long term risk adjusted returns. As structural trends shift towards more power and data consumption in a renewed era of international protectionism, the Next Generation Infrastructure strategy seeks to provide investors a long-term, risk-adjusted approach to capitalizing on key trends such as electrification, AI growth, energy security, and onshoring.
Sales Attendees:
Michael Adelaja, Associate Client Relationship Manager
Michael is an Associate Client Relationship Manager within Brookfield’s Private Wealth division. Michael joined Brookfield from Partners Capital, a global investment office. He served as an Associate, working alongside portfolio managers to run the firm’s flagship $3.5bn multi-asset class pooled vehicle. In addition, Michael was also involved in supporting some of Partners Capital’s key client relationships, as well as contributing to the firm’s business development efforts across Europe. Prior to that, he was an Analyst at HSBC Private Bank. Michael is a CFA Charterholder and holds a bachelor’s degree in Economics from The University of Nottingham.
Andrew Downing, Senior Vice President
Andrew Downing is a Senior Vice President in the UK for Brookfield. In this role he is responsible for developing and maintaining private wealth relationships across the UK. Mr. Downing joined Brookfield in 2023. Before joining the firm Mr. Downing was an Associate Director at Invesco Asset Management where he spent over a decade, holding various distribution positions in both the UK and Middle East covering Global Banks and Wealth Managers. Prior to joining Invesco Mr. Downing held various roles within Nationwide and Michelin. Mr. Downing holds the IMC from the CFA.