Sarah Lau

Acts as an alternative investment manager

Resolution Capital invests in a select and diverse group of real estate and infrastructure securities capable of generating superior risk adjusted returns for investors. The firm seeks to identify and invest in a select group of high-quality stocks which possess unique characteristics that the market continues to underappreciate, primarily through bottom-up research. The bottom-up analysis undertaken by the investment team is reviewed with the identification of top-down, broader investment and direct real estate and infrastructure specific themes.

Morrison & Co.-IM invests in infrastructure and property through both private and listed markets. The firm combines deep sector knowledge, asset management capability, and operational expertise to deliver exceptional risk-adjusted returns for clients. They use an active management approach to convert their insights into superior returns for their investors. Their focus areas include renewable energy and energy networks, airports and transport infrastructure, essential eldercare services, data and telecommunications, water, waste and a broad range of property and social infrastructure.

Ausbil is an active, style neutral manager, who focuses on exploiting inefficiencies across the entire market, at all stages of the cycle and across all market conditions. The firm seeks to position their portfolios towards those sectors and stocks which they believe will experience positive earnings revisions and away from those they believe will suffer negative revisions. They utilize both top-down commodity and macro analysis, combined with bottom-up stock analysis and a disciplined risk management process.