The Evolution of Infrastructure and Its Role Within a Portfolio
— Featuring Shawn Quinn, Portfolio Manager for the
AAM Wilshire Infrastructure Fund —
Infrastructure has emerged as one of the most compelling investment opportunities, sitting at the intersection of several powerful megatrends that are reshaping how capital is deployed and value is created. As infrastructure continues to evolve, its role within a broadly diversified portfolio is bolstered given its differentiated return and risk drivers relative to traditional equity and fixed income.
Infrastructure Defined: Where Global Megatrends and Portfolio Goals Converge
Shawn Quinn of Wilshire, Thomas Lefebvre of Tallvine Partners, and Cyrus Gentry from Stonepeak explore small- and middle-market infrastructure investing including global opportunities across sectors, particularly those driven by the digital infrastructure megatrend.
Investment advisor and manager to some of the largest institutions in the world and sub-advisor to the AAM Wilshire Infrastructure Fund
Since 1972, Wilshire has been dedicated to improving investment outcomes for institutional investors and financial intermediaries worldwide.
Wilshire’s scale and multi-decade relationships provide
access to opportunities individual investors would not be
able to access themselves.
Wilshire's approach provides accessibility combined with diversification and risk-reward balance across styles and sectors through their proven asset allocation framework.
