How to Run a Successful Infrastructure Fund

The video discusses the intricacies of managing an infrastructure fund, emphasizing the political challenges in the US. It highlights the importance of owning infrastructure assets like toll roads and airports. The Canadian Pacific Railway is analyzed, noting its resilience despite oil price fluctuations. The video also explores the GEO Group's potential in the private correctional facility market, citing cost advantages and growth opportunities.

How does the current political climate in the US affect infrastructure investments?

What are the key characteristics of companies that the infrastructure fund aims to own?

What is the significance of Canadian Pacific in the context of the discussed infrastructure fund?

What challenges does Canadian Pacific face with the recent drop in oil prices?

What are the advantages of GEO Group in the private correctional facilities market?