Warryn Robertson
Portfolio Manager at Lazard Asset Management with over two decades investing in listed infrastructure, specialising in monopolistic, regulated and contracted asset cash flows.
Best podcasts with Warryn Robertson
Ranked by the Snipd community
Oct 10, 2025 • 41min
Warryn Robertson: The secret to owning the world’s best assets
Warryn Robertson, portfolio manager at Lazard with 20+ years investing in infrastructure like toll roads and transmission lines. He explains rules for owning cash-generating monopoly assets. He contrasts listed versus private markets, rates and inflation effects, and whether data centres count as true infrastructure. He shares how a strict definition and patience shape long-term investing.
