Active Asset Management
Ross discusses the challenges of aligning management and governance in asset management, particularly in evolving sectors like logistics and energy. He emphasizes the importance of owning scarce assets, such as gateway airports and strategic water resources, which provide stable, inflation-linked cash flows. The focus is on building a diversified portfolio that meets the growing liabilities of defined benefit funds while actively managing assets for long-term value.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ross Israel - Stable, Predictable Cash Flows (EP.53)
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