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December 12, 2025

Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall

24 minutes

In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about the investment case for the digital infrastructure sector, including capturing the AI opportunity, the new Prague Gateway development and the key drivers behind the trust’s outperformance.

00:00 Introduction

00:40 Buy, build & grow philosophy

02:21 Importance of operational control

03:23 Skin in the game

04:21 Capturing upside in AI

08:12 Prague Gateway development

10:40 Key opportunities in fibre

12:36 The future of broadcast infrastructure

16:54 Drivers of outperformance

19:40 Financing future growth

21:08 Overview of investment case

23:36 Further information

23:56 Risk warning

Our latest note on CORD - https://www.trustintelligence.co.uk/investor/articles?fund_id=1808

CORD website - https://www.cordiantdigitaltrust.com/

Please note that this podcast was recorded on 3 December 2025.

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By Kepler Partners