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.

What is a key focus for a global infrastructure fund?

• Investing in technology startups

• Owning infrastructure assets like toll roads and airports

• Buying shares in retail companies

• Acquiring real estate properties

What percentage of Canadian Pacific's earnings is attributed to energy?

• 20%

• 15%

• 9%

• 5%

How does Canadian Pacific plan to benefit from lower oil prices?

• By expanding into new markets

• By diversifying into renewable energy

• By increasing crude oil shipments

• By reducing transportation costs

What is a significant advantage of private companies running correctional facilities?

• Increased government funding

• Better rehabilitation programs

• Lower operational costs

• Higher security standards

What is the market share status of the private sector in correctional facilities?

• Unchanged for years

• Declining rapidly

• Small but growing

• Dominant and stable