Shared Lunch Why infrastructure is having a moment–Morrison
What’s driving global interest in infrastructure investment?
We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD.
Their holdings include a portfolio of renewable energy, data centres, and healthcare infrastructure.Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms.
And hear how this philosophy led them to invest $800M AUD in data infrastructure—an investment that has turned into a $17B AUD enterprise.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
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