From Steven Kempler, Co-Founder and Pm of MBA’s Global Listed Infra fund: ‘As mentioned in the discussion piece by colleague Amelia Campbell, CFA, our portfolio holding Severn Trent is targeting asset base growth of more than 10% p.a. through 2030. Water remains a precious resource and this significant infrastucture investment is needed not only to replace old, existing pipes, but in other areas such as reducing water pollution & contamination caused by more regular storm events and adapting to changing climate patterns impacting supply.’
