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Charles Hamieh

Charles Hamieh

Managing Director, Portfolio Manager
29 Years experience
16 Years at firm

"Our ability to move among sectors, regions and market caps stems from the diverse range of infrastructure backgrounds among our investment team."

Charles is a Portfolio Manager on all Global Infrastructure strategies at ClearBridge Investments. He joined the firm in 2010 and has 29 years of investment industry experience.

Charles was a Portfolio Manager and Senior Portfolio Analyst at RARE Infrastructure Limited, which became part of ClearBridge in 2020. Prior to joining the firm, he was a Director and Senior Analyst covering global infrastructure securities at AMP Capital; Director, Infrastructure Securities at Hastings Funds Management; Head of Listed Infrastructure at Challenger Financial Services Group; Portfolio Manager at AMP Capital Investors; and an Analyst and Strategist at HSBC Australia.

Charles received a Bachelor of Economics from the University of Western Sydney.

Experience

  • 29 years of investment industry experience
  • Joined the firm in 2010
  • AMP Capital – Director and Senior Analyst, Global Infrastructure Securities
  • Hastings Funds Management – Director, Infrastructure Securities
  • Challenger Financial Services Group – Head of Listed Infrastructure
  • AMP Capital Investors – Portfolio Manager
  • HSBC Australia – Analyst and Strategist
  • Bachelor of Economics from the University of Western Sydney

Perspectives

  • Infrastructure’s Inflation Pass-Through in Focus
    Global Infrastructure Value 1Q26: Many infrastructure assets operate under regulatory frameworks or long-term contracts that allow inflation and cost increases to be passed through to end users over time.
  • Real Assets, Real Resilience
    Global Infrastructure Income 1Q26: Supply disruptions across key energy and commodity markets in the Middle East highlight the resilience of infrastructure assets.
  • Lower Bond Yields to Add Tailwind for Infrastructure
    Global Infrastructure Income 4Q25: We expect a continued constructive policy environment in conjunction with further AI-related capacity additions to continue to support infrastructure investments.
  • AI, Reshoring Drive Power Demand
    Global Infrastructure Value 3Q25: Reshoring and AI-focused data centers are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.
  • Data Center Tailwinds Drive Steady Infrastructure Gains
    Global Infrastructure Income 3Q25: U.S. utilities, renewables and North American natural gas and pipelines performed well, benefiting from elevated demand for power to support AI-focused data centers.
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