GFM Podcast: EP16 - Meet the Manager: Magellan Infrastructure Fund

In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Ofer Karliner, Co-Head of Infrastructure and Portfolio Manager at Magellan, for an in-depth conversation on infrastructure investing and the long-term trends shaping the global economy. Ofer shares insights from his journey into funds management, explains what makes infrastructure such a compelling asset class, and discusses major investment themes including electrification, artificial intelligence, energy networks, and the growing demand for essential infrastructure assets. The discussion also explores how Magellan identifies investment opportunities, the characteristics of high-quality infrastructure businesses, and the lessons investors can learn from maintaining a long-term focus amid short-term market noise.