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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
  • 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
  • Bachelor of Business from the University of Technology Sydney

Perspectives

  • Inflation and Higher Rates: What They Mean for Infrastructure
    Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
  • 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.
  • 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.
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