Energy mining infrastructure

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1 mentions 1 recordings first heard Feb 2025 last heard Feb 2025 ±0 this month

Portfolio focusing on energy, mining and infrastructure assets

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HostHow I Invest with David Weisburd · E137: Lessons from Managing $300 Billion Dollars w/ John Skj... · 15:22 · Feb 2025
…The other, this EMET, Energy Mining Infrastructure Portfolio, it's unique in that it's got a big oil and gas exposure. Some of that is direct. Most of it is outside of a traditional fund structure and it has performed fabulously well and done exactly what it was supposed to do, which was provide inflation protections.…
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