Date: 10/11/2022 10:00 am

 

We are delighted to announce that the TIME group will be hosting a four part autumn series focused on taking a deep dive into the alternative sectors we favour as a house and how they could help to defend your client’s portfolios. During the sessions, we will cover digital infrastructure, renewable energy, social infrastructure and supermarkets.

As a group, we seek exposure from a diversified range of sectors that have long-term opportunities with common characteristics that benefit from primarily being driven by favourable market dynamics and attractive fundamentals.

The series covers four sectors our funds have exposure to. During the sessions, we will clearly define what is attractive about these sectors, and how we manage and grow our exposure to them.

Each session is expected to last 30 minutes and will be hosted by a TIME group sector specialist.

Please follow the link below to the select the sessions you would like to attend.

Alternative sectors that could help to defend your portfolio

 

  • Digital infrastructure | 29 September 2022 at 10am

Hosted by Fund Manager, Stephen Daniels. Digital infrastructure includes data centres, wireless towers or fibre networks that store or transmit the data that is becoming ever more deeply ingrained in our everyday lives.

  • Renewable energy | 13 October 2022 at 10am

Hosted by Renewables Specialist, Ed Goldsworthy. Renewable energy harnesses energy from sources such as the sun, wind and water and convert it through proven technologies into energy, helping to reduce carbon emissions.

  • Social infrastructure |  27 October 2022 at 10am

Hosted by Social Real Estate Director and Social Infrastructure Specialist, James Murray. Social infrastructure is the real estate and infrastructure that social services operate from. Sectors that sit within social infrastructure include housing, healthcare and educational facilities.

  • Supermarkets | 10 November 2022 at 10am

Hosted by Fund Manager, Roger Skeldon. Supermarkets sell essential goods such as food and household products to consumers either through the real estate they operate from or through online grocery deliveries fulfilled by food stores.

Sign up here.