Equity

Global Infrastructure

Focused on a broader, disciplined definition of infrastructure

Overview

  • Global, diversified and flexible portfolio construction designed to provide the potential for higher upside capture compared to more defensive infrastructure strategies, while still mitigating downside capture
  • Jennison has been a pioneer in utility investing managing one of the largest utility strategies in the US since the 1990’s
  • Resources from our Energy Value Chain Research Platform further enhances our deep understanding of the infrastructure landscape, which is instrumental in constructing infrastructure-oriented portfolios for our clients

Characteristics & Performance

Composite Inception

7/31/2008

Strategy AUM

$0.2 Billion as of 3/31/25

Benchmark

S&P Emerging Markets Index

Holdings Range

Typically 40-50

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

Investment Team

Our Global Infrastructure team is a part of Jennison’s Income & Infrastructure investment suite which also includes our Equity Income, MLP, Utility, and Rising Dividend strategies. The investment teams’ extensive experience within the dividend-oriented utility and telecommunication sectors is complemented by our midstream energy infrastructure experience. In addition, the investment team leverages Jennison’s Energy Value Chain Research Platform, which is comprised of specialized analysts that focus on those sectors/industries within the upstream, midstream, and downstream energy infrastructure space, including utilities and power generation companies. Having invested in midstream infrastructure companies since the late 1990’s, the investment teams’ experience in analyzing operational, financial, and regulatory factors within the broad infrastructure universe is bolstered by our company and sector / industry expertise and contributes to our deep understanding of the landscape. We believe this can provide us a competitive advantage in constructing infrastructure-oriented portfolios on behalf of our clients.

Brannon P. Cook

Managing Director

Shaun Hong, CFA

Managing Director

Bobby Edemeka

Managing Director

Jesse Chai, CFA

Principal

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Asai-Pacific Industrials and Infrastructure

Stephen J. Maresca, CFA

Managing Director

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Midstream Energy and Infrastructure

Neil P. Brown, CFA

Managing Director

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Oil & Gas E&Ps, Integrateds & Refining

Albert Kwok, CFA

Managing Director

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Asia Macro & Industry Analysis

Jay Saunders

Managing Director

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Oil & Gas Equip. & Services, Metals & Mining, Macro Commodity Analysis

Insoo Kim, CFA

Managing Director

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North American Utilities and Renewable Energy

Robert Petrie

Managing Director

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US & European Telecommunications

Alina Koval

Managing Director

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Materials, Industrials

Sara Moreno

Managing Director

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Latin America & Eastern European Macro & Industry Analysis

Kelly Thomas, CFA

Managing Director

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Communication Services

Abhi Kamerkar

Managing Director

Equity

GLOBAL INFRASTRUCTURE

Focused on a broader, disciplined definition of

infrastructure

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