The AIM students learned about infrastructure investing from
Mike Underhill
The Founder of Capital Innovations, again poke to the AIM students regarding financial markets and investing in infrastructure
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| Michael Underhill, Founder & CIO of Capital Innovations |
This past Friday, Mike Underhill visited the AIM program and
spoke to both AIM classes. 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.
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| Mike Underhill and David Krause |
Dr. David Krause, AIM program director said, “It is always a
pleasure to have Mike in the classroom. He is a dynamic speaker and has an incredible
history of work experience with AllianceBernstein, INVESCO, Janus, Federated
Investors, and Lehman Brothers.
He is the author of the Handbook of
Infrastructure Investing and is excellent in connecting with the students in the
classroom. The AIM students were treated to an interesting and timely overview
of infrastructure investing and I know they appreciated his visit to campus.”
Mr. Underhill talked about the industry and his firm’s
fundamental investment 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 books,
articles and whitepapers - and he impressed upon them the importance of deep
fundamental research. He is the author of The Handbook of Infrastructure Investing.
An accomplished investor, he stressed the need to
continually stay abreast of changes within the political and economic
environment.
Additionally, his optimism about the industry gave the students an
opportunity to understand that within the asset management world "it’s a marathon
and not a sprint."
