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Trust issues: investing in infrastructure debt with SEQI's Randall Sandstrom
In this episode of Trust Issues, we speak to Randall Sandstrom, Chief Executive and CIO of Sequoia Investment Management, adviser to the Sequoia Economic Infrastructure Income Fund (SEQI). We discuss what SEQI offers retail investors, current portfolio allocations, performance, risk management and the outlook for the sector.
00:00 Introduction
00:27 Overview of private debt
02:38 What SEQI offers retail investors
04:11 Objective of fund and key investment attributes
07:14 Current sector and geographic weightings
09:56 Overview of performance
13:05 Why sector lends itself to active management
15:07 Managing downside risk for investors
16:41 Revaluation of the portfolio
18:33 Key growth drivers for the infrastructure sector
20:51 Outlook for infrastructure debt with falling interest rates
22:40 Further information
22:58 Risk warning
Our latest research on SEQI - https://www.trustintelligence.co.uk/investor/articles?fund_id=1742
SEQI website - https://www.seqi.fund/
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Randall Sandstrom, Chief Executive and CIO of Sequoia Investment Management, adviser to the Sequoia Economic Infrastructure Income Fund (SEQI). We discuss what SEQI offers retail investors, current portfolio allocations, performance, risk management and the outlook for the sector.
00:00 Introduction
00:27 Overview of private debt
02:38 What SEQI offers retail investors
04:11 Objective of fund and key investment attributes
07:14 Current sector and geographic weightings
09:56 Overview of performance
13:05 Why sector lends itself to active management
15:07 Managing downside risk for investors
16:41 Revaluation of the portfolio
18:33 Key growth drivers for the infrastructure sector
20:51 Outlook for infrastructure debt with falling interest rates
22:40 Further information
22:58 Risk warning
Our latest research on SEQI - https://www.trustintelligence.co.uk/investor/articles?fund_id=1742
SEQI website - https://www.seqi.fund/