The AIM students learned about infrastructure investing from Mike Underhill
|Michael Underhill, Founder & CIO of Capital Innovations|
On Friday, October 7th, Mike Underhill visited the AIM program. He is the Founder and Chief Investment Officer of Capital Innovations, a global real asset investment manager. The team at Capital Innovations has been actively observing and investing in the global markets for over twenty years.
Dr. David Krause, AIM program director said, “It is always a pleasure to have Michael in the classroom. He has incredible work experience with AllianceBernstein, INVESCO, Janus, Federated Investors, and Lehman Brothers. He is the author of the Handbook of Infrastructure Investing and is he excellent in the classroom. The students were treated to an outstanding overview of infrastructure investing and I know they appreciated his visit to campus.”
|Mike Underhill and Dr. David Krause|
Mr. Underhill talked about the firm’s fundamental research process and their approach to constructing and managing a real asset portfolio. Krause added, “I like how they allow time for their investment to work. While they do pay attention to current trends, their portfolio is built to withstand the business cycle. It was useful for the students to see the discipline required to invest in the real asset space.”
Mike provided the students with links to useful whitepapers and impressed upon them the importance of deep research. An accomplished investor, he stressed the need to continually stay abreast of changes within the political and economic environment.