#115 | The Boring Businesses Quietly Paying Investors - Newlook Industrial & Infrastructure Fund
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The conversation delves into New Look and the Infrastructure Services Fund, Kyle's background, the founders and management team, alignment and profit sharing, essential services and business size, recession-resilient businesses, investment criteria, code-mandated regulatory stability, the impact of COVID-19, investment objectives and consistency, target returns and risk perspective, assets under management, and investment eligibility including registered account eligibility and asset transfer. The conversation covers various aspects of private investments, including understanding investment distributions, tax efficiency, risk management, currency and government risks, dealing with illiquidity, long-term investment considerations, private investments and portfolio diversification, the role of TVH Group and multi-licensed advisors, and follow-up and conclusion.
Takeaways
- Investment in essential services and infrastructure provides stability and consistent returns.
- New Look's investment opportunities are accessible to a wide range of investors, including those with registered accounts. Understanding investment distributions and tax efficiency
- Managing investment risks and dealing with illiquidity
Chapters
- 00:00 Introduction to New Look and Infrastructure Services Fund
- 05:17 The Founders and Management Team of New Look
- 11:20 Investment Criteria and Business Growth
- 16:30 Investment Objectives and Consistency
- 24:28 Assets Under Management and Investment Eligibility
- 29:56 Understanding Investment Distributions
- 36:00 Dealing with Illiquidity
- 43:35 Private Investments and Portfolio Diversification
- 53:49 Follow-Up and Conclusion