STRATEGIES

Listed Infrastructure

The listed infrastructure universe is composed of publicly traded companies that manage infrastructure assets, including those involved with electricity, oil and gas, water, communications, and transportation. We believe that this emerging asset class presents a distinct opportunity to invest in a liquid alternative asset class that is poised for growth, driven by both economic and secular trends. CenterSquare’s investment strategy seeks high quality infrastructure companies with sustainable earnings and distribution growth profiles that are trading at attractive valuations.

  • BENCHMARK
  • FTSE Developed Core Infrastructure 50/50 Net Tax Index
  • INCEPTION DATE
  • Dec 2014

PORTFOLIO MANAGEMENT

Theodore W. Brooks III, CFA

Portfolio Manager

Infrastructure Securities

YEARS WITH FIRM

4

INDUSTRY EXPERIENCE

22




Mr. Brooks is a Portfolio Manager for CenterSquare Investment Management’s global listed infrastructure group. He joined the firm in 2014 and has primary responsibility for coverage of North American and European utilities. Prior to joining CenterSquare, Mr. Brooks was a Director of Equity Research, Power & Utilities Group at Barclays Capital from 2005-2014, and an Investment Banking Analyst at Credit Suisse First Boston in New York, NY from 2004-2005. Mr. Brooks holds an MBA in Finance from the New York University Stern School of Business, and a BA in History from the College of the Holy Cross. He is also a member of the CFA Institute.

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