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Shane Hurst

Shane Hurst

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

"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 the firm in 2010 and has 29 years of investment industry experience.

Shane 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, Infrastructure Securities at Hastings Funds Management; a 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

  • 29 years of investment industry experience
  • Joined the firm in 2010
  • 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

  • Utilities, Toll Roads Drive Solid Quarter
    Global Infrastructure Value 4Q25: Western Europe was the top-contributing region to Strategy performance, where electric utilities and toll roads contributed strongly.
  • 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.
  • 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.
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