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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

  • Establishing Conditions for Stronger Future Earnings
    Global Infrastructure Value 3Q26: Utilities generally recover prudently incurred costs such as higher interest rates as regulators recalibrate allowed returns to reflect prevailing financing conditions.
  • Utilities Look Attractive as Rates Rise
    Global Infrastructure Income 3Q26: Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.
  • Freight and Travel Rebound Lifts User-Pays Assets
    Global Infrastructure Value 2Q26: Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.
  • Infrastructure Positive but Trails in Risk-On Quarter
    Global Infrastructure Income 2Q26: Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.
  • 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.
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