Transurban: What analysts aren't pricing

Livewire Exclusive

Livewire Markets

Justin Braitling, Chief Investment Officer at Watermark Funds, believes the domestic and global outlook is pointing to a sustained period of low growth. Against this backdrop Braitling says you need to focus on investing in companies with ‘privileged assets’ and the ability to exert pricing power. He uses the example of Transurban as a company with the optionality to invest further in their existing network. “The existing portfolios are fully valued. What the market is not capturing is the upside through investing in additional network elements… You’ve got privileged assets with optionality and upside as they develop those assets further – and that’s not in the valuation.” Watch the full video:


1 stock mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.