There has been some ambiguity about what being a long-term investor means. For Australia’s Future Fund it means focusing on a few key aspects of our investments: understanding value, the ability to make and implement portfolio decisions and manager alignment.
In this speech at the ASFA Global Investment Forum on infrastructure and long-term investment, Raphael Arndt, head of infrastructure and timberland at the Future Fund discusses how the fund designed a new way of engaging with the infrastructure manager community including a new way of looking at performance fees.
To read the speech click here