Trust issues: investing in infrastructure debt with SEQI's Randall Sandstrom — Kepler Trust Intelligence Podcast

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In this episode of Trust Issues, we speak to Randall Sandstrom, Chief Executive and CIO of Sequoia Investment Management, adviser to the Sequoia Economic Infrastructure Income Fund (SEQI). We discuss what SEQI offers retail investors, current portfolio allocations, performance, risk management and the outlook for the sector.

00:00 Introduction 00:27 Overview of private debt 02:38 What SEQI offers retail investors 04:11 Objective of fund and key investment attributes 07:14 Current sector and geographic weightings 09:56 Overview of performance 13:05 Why sector lends itself to active management 15:07 Managing downside risk for investors 16:41 Revaluation of the portfolio 18:33 Key growth drivers for the infrastructure sector 20:51 Outlook for infrastructure debt with falling interest rates 22:40 Further information 22:58 Risk warning

Our latest research on SEQI - https://www.trustintelligence.co.uk/investor/articles?fund_id=1742 SEQI website - https://www.seqi.fund/