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.
