Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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AIO: The Initial Arb Equivalency Grids
Several hours ago, Brookfield Infrastructure Partners (BIP US) announced a binding agreement for a BIP-led Consortium to purchase all the shares of...
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This Train has started!
Brookfield Infra ("BIP") announced a proposed AUD 9.05 per share offer for Asciano ("AIO") on the 1st of July. We initiated on the this deal with...
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Transurban (TCL AU): Are Offshore Buyers on the Road Again?
The current offer for Asciano and upcoming infrastructure assets in Australia will see more foreign companies look to Australian shores for quality...
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