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Shane Hurst

Shane Hurst

Managing Director, Portfolio Manager
28 Years experience

"Our disciplined view of the listed infrastructure universe uses thresholds for infrastructure-driven revenue, cash flow stability and liquidity."

Shane is a Portfolio Manager on all Global Infrastructure strategies at ClearBridge Investments. He joined ClearBridge in 2020 and has 28 years of investment industry experience.

Prior to joining ClearBridge, Shane was a Portfolio Manager and Senior Portfolio Analyst at RARE Infrastructure Limited, which became part of ClearBridge in 2020; Director, Infrastructure Securities at Hastings Funds Management; Portfolio Manager and Investment Analyst at Tribeca Investment Partners; and an Investment Analyst at AMP Capital Investors.

Shane received a Master of Commerce in advanced finance from the University of New South Wales and a Bachelor of Business from the University of Technology Sydney.

Experience

  • 28 years of investment industry experience
  • Joined ClearBridge Investments in 2020
  • RARE Infrastructure Limited – Portfolio Manager
  • RARE Infrastructure Limited – Senior Portfolio Analyst
  • Hastings Funds Management – Director, Infrastructure Securities
  • Tribeca Investment Partners – Portfolio Manager and Investment Analyst
  • AMP Capital Investors – Investment Analyst
  • Master of Commerce in advanced finance from the University of New South Wales

Perspectives

  • Power Shift: Investing in the Grid of the Future
    Portfolio Manager Shane Hurst discusses the main themes driving secular growth for listed infrastructure: decarbonization, network investment, AI and data growth, favorable public policy and attractive valuations versus unlisted infrastructure.
  • 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.
  • Infrastructure in the Rapidly Changing Policy Landscape
    Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
  • Resilience with Upside in a Volatile Quarter
    Global Infrastructure Income 2Q25: Listed infrastructure was resilient during the market volatility in April, strongly outperforming the broader market, and remained steady through May and June while equities recovered from the selloff.
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