The portfolio managers seek exposure to listed infrastructure companies that own and operate physical infrastructure assets and do not typically invest in infrastructure support or servicing companies. The team believes that infrastructure is an under-researched area of global equity markets and knowledge asymmetries exist. The strategy’s investment process is driven by rigorous proprietary fundamental research employed by an experienced and well-resourced investment team. The team utilizes financial models to screen the universe based on a variety of fundamental inputs and believes that portfolios based on these alpha signals, combined with disciplined risk management, can help deliver attractive risk-adjusted returns over time.
Brad Frishberg, CFA
Brad Frishberg, CFA, is the lead portfolio manager of Oppenheimer Macquarie Global Infrastructure Fund. Mr. Frishberg is the head of Macquarie’s Infrastructure Securities business and its Chief Investment Officer. Previously, he was managing director and U.S. equity portfolio manager at J.P. Morgan Asset Management, where over a period of 13 years he was responsible for managing portfolios and businesses in London, Tokyo, and New York.
Anthony Felton, CFA
Anthony Felton, CFA, is a portfolio manager of Oppenheimer Macquarie Global Infrastructure Fund. Mr. Felton joined Macquarie’s Infrastructure Securities team in Sydney in 2004 and is responsible for the analysis of European infrastructure stocks. He has significant experience in the analysis of both regulated infrastructure companies and user demand infrastructure companies.
Jonathon Ong, CFA
Jonathon Ong, CFA, is a portfolio manager of Oppenheimer Macquarie Global Infrastructure Fund. Mr. Ong joined Macquarie’s Infrastructure Securities team in Sydney as a Portfolio Manager in 2008 and has been a member of the team’s Investment Committee since then. Previously, Mr. Ong held analyst and portfolio manager roles at Credit Suisse Asset Management, where he worked for 8 years in Sydney and Tokyo.