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Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech sector saw its profits – as measured by earnings per share (EPS) – swell more than any other sector. Making matters better for tech, the rate of profit…
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan and its CEO Hamish Douglass need no introduction, the house’s infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is concurrently head of investments, head of infrastructure and portfolio manager; he …