Investor Insights Podcast #66 – James Dawes, Chief Financial Officer of 3i Infrastructure (3IN-LON)

Описание: Episode #66 features a discussion with James Dawes, the Chief Financial Officer (CFO) of the £3.4bn market cap, London Main Market Listed Investment Trust, 3i Infrastructure (3IN-LON), which takes controlling stakes in private operating businesses within the infrastructure sector.

Episode timestamps:
00:00 Episode introduction
02:40 Speaker introduction
05:54 Opening anecdote
08:01 An update on TCR, the largest position in the portfolio
13:29 ‘Equipment as a service’ business model
16:22 The AI-capex theme
19:51 Concerns over valuation and assumptions
23:56 Catalysts for capital growth
28:58 Future investment areas
31:18 Risk Summary

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’.

Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).