Ryan is a Senior Analyst focused on global infrastructure, utilities and real estate assets. He works on the Global Real Assets Fund at Milford. Previously he spent eight years at RBC Global Asset Management and National Bank of Canada in Toronto managing North American equities, before working in Corporate M&A for six years at Whirlpool Corp and Insurance Australia Group.
Ryan is a CFA Charterholder and holds a Master of Commerce (Finance & Economics) from The University of Sydney, and a Bachelor of Business Administration (Finance) from Wilfrid Laurier University in Canada. Ryan is based in the Sydney office.
CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of thought that buying great companies in the best industries with strong company dynamics, at a price that is at least fair today, makes for better investment outcomes. Such companies have […]
When we make investments in the Milford Global Real Assets Fund, we adhere to the school of thought that buying a great company (based on industry/company dynamics and prospects) at a price that is fair today makes for a sound investment, given such companies’ ability to outperform expectations. The potential outperformance may be most prevalent […]
The global energy transition from fossil fuels to green energy requires huge investment across the energy supply chain, and notably in renewable electricity generation.
Through 2023, renewables development faced a range of headwinds, including a dramatic rise in funding, and construction costs for offshore wind projects. This has led to several large-scale offshore wind projects in […]
In just two-and-a-half years, the 2020s have already proved to be a decade of dramatic and disruptive change – but could some change be for the better? The world continues to weather a global pandemic, lockdowns, supply chain disruptions, and a European war. Oil, gas and electricity prices have spiked in the past 12 months, […]
Global energy policy is rapidly evolving, particularly de-carbonisation targets in Europe which have been accelerated with the goal of creating energy independence in response to the Russia-Ukraine war. These policies in Europe may extend to other developed countries and are expected to significantly disrupt the current investment landscape for energy creating “winners” and “losers” as […]
End of content
No more pages to load
Subscribe to weekly insights from our investment experts
