Portfolio Management Team
The Company’s Portfolio will be jointly managed by the portfolio managers of the Portfolio Manager, Robert Becker and Ben Morton. Both Robert and Ben hold the rank of Senior Vice President for the Portfolio Manager’s infrastructure portfolio, have, on average, 17 years’ experience in infrastructure-related investments, and have consistently outperformed in this area from a global perspective, both as analysts and portfolio managers. Robert and Ben’s biographies are detailed below, alongside other members of the Portfolio Manager’s global listed infrastructure investment team. In managing the Company’s Portfolio, the portfolio managers will be supported by the Portfolio Manager’s broader investment team.
The amount of time that the portfolio managers will dedicate to the Company’s Portfolio will vary over time, depending upon applicable market conditions and the Portfolio’s composition. While the Portfolio Management Agreement does not specify an amount of time to be devoted to the management of the Portfolio, the portfolio managers will be available for the time necessarily required for the Portfolio Manager to perform its functions and obligations for the management of the Company’s Portfolio under the terms of the Portfolio Management Agreement and to provide appropriate reporting to security holders.
Robert is a portfolio manager for Cohen & Steers' infrastructure portfolios. He has 19 years of infrastructure-related investment experience. Prior to joining the firm in 2003, Robert was a portfolio manager and analyst for the Franklin Utilities Fund at Franklin Templeton Investments. Previously, he served as a utility equity research associate at Salomon Smith Barney. Robert also worked in equity research for global utilities and transportation companies with Scudder, Stevens & Clark. Robert holds a BA in Political Economy of Industrial Societies from the University of California at Berkeley. He is based in New York.
Benjamin is a portfolio manager for Cohen & Steers' infrastructure portfolios. He has 16 years of infrastructure-related investment experience. Prior to joining Cohen & Steers in 2003, Benjamin worked at Salomon Smith Barney as a research associate for three years, covering the utility and pipelines sectors. He also worked at New York Mercantile Exchange as a research analyst. Benjamin holds a BA from the University of Rochester and an MES from Yale University. He is based in New York.
Grace is a research analyst specialising in infrastructure securities. She has nine years of infrastructure related investment experience. Prior to joining the firm in 2010, Grace was an analyst at Nomura International in Hong Kong, where she specialised in Asian gas pipeline, gas distribution and electric power companies. Previously, she was an analyst at Lehman Brothers Asia Limited. Grace has a Master’s degree and a Bachelor’s degree from Fudan University in Shanghai. She is based in Hong Kong.
Research Analyst CFA
Humberto is a research analyst specialising in infrastructure securities. He has 11 years of infrastructure investment experience, and an additional four years of emerging market economic research and industry experience. Prior to joining the firm in 2010, Humberto was a senior investment analyst at Macquarie Funds Group, where he covered infrastructure stocks in the United States and Latin America. Previously, he was with GLG Partners, Smith Barney/Citigroup and Goldman Sachs. Humberto has a BA from Andrés Bello Catholic University in Venezuela and an MBA from the Wharton School at the University of Pennsylvania. He is based in New York.
Thuy Quynh Dang
Thuy is a research analyst specialising in infrastructure securities. She has 14 years of infrastructure related investment experience. Prior to joining the firm in 2011, Thuy was an analyst with Barclays Wealth in London, where she covered the pan European utility, energy and materials sectors. Previously, Thuy was a European utility equity research analyst with Merrill Lynch in London, where she had also served as a member of the company’s European energy and utility investment banking group. Thuy has an MA from HEC Paris, France’s premier graduate school of management. She is based in London.
Tyler is a portfolio manager for Cohen & Steers’ MLP and Midstream Energy strategies and serves as an analyst on the company’s broader Global Listed Infrastructure strategies. He has five years of investment experience. Prior to joining the firm in 2012, Tyler was an investment banking associate with Keefe, Bruyette & Woods and an investment banking analyst with Wachovia Securities. Tyler has a BA from the University of Richmond and an MBA from Georgetown University. He is based in New York.
Kathleen is a research analyst on the infrastructure team. She has five years of investment experience. Prior to joining the firm in 2015, Kathleen was a research associate with Bank of America Merrill Lynch, where she covered midstream energy companies (including MLPs) and natural gas distribution utilities. Previously, she worked in MLP research at Robert W. Baird & Company and Wunderlich Securities. Kathleen has a BS from Clemson University and is based in New York.
Research Associate CFA
Saagar is a research associate on the infrastructure team. He has six years of investment experience. Prior to joining the firm in 2014, Saagar was a research analyst and assistant vice president with KeyBanc Capital Markets, where he covered engineering, construction and infrastructure companies. Previously, he was with JPMorgan Chase. Saagar has a BS from The Ohio State University and is based in New York.