Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Thematic (Sector/Industry)

<ul>
<li>Gerald Stack, Ben McVicar, and Ofa Karlina discuss investing in infrastructure and the opportunities it offers</li>
<li>Infrastructure assets provide essential services like energy, water, and transport, leading to reliable and predictable long-term demand</li>
<li>Short-term problems or opportunities in infrastructure companies can impact share prices, creating investment opportunities for savvy investors</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Gerald Stack, Ben McVicar, and Ofa Karlina discuss investing in infrastructure and the opportunities it offers
Infrastructure assets provide essential services like energy, water, and transport, leading to reliable and predictable long-term demand
Short-term problems or opportunities in infrastructure companies can impact share prices, creating investment opportunities for savvy investors

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lessons Learnt from Investing in Essential Services

United States

Essential Utilities, Inc. operates as a water utility company. The Company supplies water to residential, commercial, industrial, and public customers. Essential Utilities serves residents through its water and wastewater operations in the Northeastern Southeastern, and Midwestern United States.

Evoqua Water Technologies Corp. provides water treatment equipment and services. The Company offers filter press, intake rebuilds, and electrocatalytic services, as well as sludge dryers, digester covers, captivator systems, and other related technologies to the industrial, commercial, and municipal water treatment markets. Evoqua Water Technologies serves customers worldwide.

American States Water Company purchases, produces, distributes, and sells water. The Company also distributes electricity in one community.  American States operates within various customer service areas in California.

California Water Service Group is the parent company of several water utility companies.  The Company provides regulated and nonregulated water utility services to customers in California, New Mexico, and Washington.

SJW Corp. is a holding company for San Jose Water Company and SJW Land Company. San Jose Water is a regulated California water utility providing water service to customers in the metropolitan San Jose area.  SJW Land owns and operates a parking facility adjacent to the San Jose Arena, as well as several undeveloped real estate parcels in San Jose.

DTE Energy Company, a diversified energy company, develops and manages energy-related businesses and services nationwide.  The Company, through its subsidiaries, generates, purchases, transmits, distributes, and sells electric energy in southeastern Michigan. DTE is also involved in gas pipelines and storage, unconventional gas exploration, development, and production.

Consolidated Edison, Inc., through its subsidiaries, provides a variety of energy related products and services. The Company supplies electric service in New York, parts of New Jersey, and Pennsylvania as well as supplies electricity to wholesale customers.

Xcel Energy, Inc. provides electric and natural gas services.  The Company offers a variety of energy-related services, including generation, transmission, and distribution of electricity and natural gas throughout the United States. Xcel utilities serve customers in portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas and Wisconsin.

Middlesex Water Company treats, stores, and distributes water for residential, commercial, industrial, and fire prevention purposes. The Company operates in New Jersey and Delaware. Middlesex also provides contract water and wastewater management services to municipalities in New Jersey.

Eversource Energy is a public utility holding company. The Company, through its subsidiaries, provides retail electric service to customers in Connecticut, New Hampshire, and western Massachusetts.  Eversource Energy also distributes natural gas throughout Connecticut.

Severn Trent plc supplies water, waste, and utility services throughout the United Kingdom, Europe, and the United States. The Group offers a range of water purification, sewage treatment and disposal, and recycling services. Severn also provides utility companies with a range of information technology services and software solutions, as well as engineering consultancy services.

United Utilities Group PLC manages and operates the regulated electricity distribution, water and wastewater networks in North West England. The Company also manages other infrastructure assets in the United Kingdom and overseas.

Cia de Saneamento Basico do Estado de Sao Paulo (SABESP) collects, treats, and distributes water. The Company also engineers and constructs water distribution infrastructure and water treatment systems.

Chengdu Xingrong Environment Co Ltd distributes tap water and provides solid and liquid waste treatment and environmental protection services.

Guangdong Investment Limited, through its subsidiaries, operates water supply, power and electricity, and infrastructure businesses.  The Company also invests in and develops real estate properties, operates department stores, and provides financial services.

Chongqing Water Group Co., Ltd. is a holding company. The Company, through holding subsidiaries, joint ventures and associated companies, produces and sells tap water, collects and treats urban wastewater, and constructs water supply and drainage facilities.

Beijing Enterprises Water Group Limited, through its subsidiaries, develops water treatment systems.  The Group specializes in water services and environmental protection businesses, with waste water treatment as its core business segment.

Grandblue Environment Co., Ltd. supplies tap water. The Company also provides water supply system designing, installation, and technical consulting services.

Beijing Capital Co., Ltd. manages infrastructure facilities and operates hotels.  The Company manages the Jingtong Highway, invests in water treatment projects, and operates the Xindadu Hotel.

American Water Works Co., Inc. provides drinking water, wastewater and other water-related services in multiple states and Ontario, Canada. The Company's primary business involves the ownership of regulated water and wastewater utilities that provide water and wastewater services to residential, commercial and industrial customers.

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American Water Works Co (AWK US)

Lessons Learnt from Investing in Essential Services

The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.

MAGELLAN - IN THE KNOW

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