Getlink SE

TCI is a value-oriented, fundamental manager which takes a private equity investment approach to the public markets, investing globally in strong businesses with sustainable competitive advantages. They seek to create value by constructively engaging with management and may invest opportunistically in dislocations, corporate transformations and special situations. The firm also conducts deep fundamental research from which they construct concentrated portfolios of a limited number of investments.

Maple-Brown Abbott is an active, value-oriented, long-term, contrarian manager which seeks to purchase and hold equities only as long as they represent relatively good value, typically investing for a minimum of four years due to the importance of compound capital, income growth and the difficulty in timing markets.The firm applies a value approach at the asset allocation level and at the specific stock selection level. For Australian equity, they employ a bottom-up approach, selecting companies whose share prices are inexpensive compared to certain value criteria, such as price to earnings, dividend yield, price to cash flow and price to net tangible assets. For Asia Pacific equities, they seek to identify companies that are trading at an attractive discount to their true underlying value.For global listed infrastructure securities they seek to provide clients with attractive risk adjusted returns, only investing in those assets with the strongest combination of inflation linkage and low cash flow volatility with a high level of corporate governance and management alignment. They select investments through bottom-up stock selection based on fundamental research and cash flow modelling. They also consider the macroeconomic environment as part of the investment process due to the impact these factors can have on infrastructure asset valuations.

Mirova IM's investment research team focuses primarily on researching the most appropriate environmental, social and structural innovations so that they may form a basis of their investment decisions. Their geographic focus is on France. For listed equities, the firm invests in global companies that provide innovative solutions structured around major sustainable development themes. For real assets, they finance projects with strong yield potential, based on renewable energies and public-private partnerships. For impact investing, they seek to invest in non-listed companies with a strong social and environmental impact. Voting and engagement involves supporting investors in the exercise of their voting rights and the implementation of engagement actions. Mirova IM has created an original framework to analyze the economy through 8 sustainable investment themes: sustainable listed equities, responsible fixed-income products, renewable energy, public-interest projects within the framework of public-private partnerships, unlisted companies and structures with a strong social and/or environmental impact, supporting job creation, international microfinance and a multithematic offering (employment, social needs and housing, environment and international solidarity).

Vice Chairman at Starr International Co., Inc.