Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Patience Will Pay With Brookfield Infrastructure

Brookfield Infrastructure Partners L.P. (NYSE:BIP) is not for the investor looking for the quick three-bagger, nor the investor who wants a lot of flashy activity. What Brookfield Infrastructure is about is the patient allocation and investment of capital into protected businesses at prices that allow for superior long-term returns. There's a very large global base of potential assets out there, and I would look for 8% to 10% long-term annual returns from this level.

A Broad Collection Of Assets

Brookfield Infrastructure has over $5 billion of capital deployed around the world in cash flow-generating assets. Nearly 90% of the company's cash flow is tied to business where returns are regulated (about 47%) or contracted (42%), with 70% of...

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