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Visual24 Oct 2025
The rise of Alphabet
Argo Global Listed Infrastructure (ALI) investor relations material
Argo Global Listed Infrastructure AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary21 Oct, 2025
Leadership and governance
Board chaired by Peter Warne, with Jason Beddow as Managing Director and a team of non-executive directors.
Portfolio management led by Ben Morton, Thuy Quynh Dang, and Tyler Rosenlicht from Cohen & Steers.
Strategic objective and investment approach
Aims to deliver total return through capital growth and dividend income from a global listed infrastructure portfolio.
Focuses on providing diversification benefits for Australian investors.
Employs a proven investment approach with specialist global fund management.
Financial performance and returns
Total assets reached $476 million as of 30 June 2025, up from $422 million in 2024.
Portfolio delivered a 19.9% return for the year ended 30 June 2025.
Net tangible assets per share increased to $2.61 from $2.37 in 2024.
Since inception, 67.25c per share in dividends paid, with 15 consecutive fully franked dividends.
Why is TSR lagging portfolio since inception?
Strategy to manage NTA discount/premium?
Oversight model for Cohen & Steers?
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Next Argo Global Listed Infrastructure earnings date
H1 202619 Feb, 2026
Next Argo Global Listed Infrastructure earnings date
H1 202619 Feb, 2026
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Frequently asked questions
Argo Global Listed Infrastructure Limited is an Australia-based investment company focused on providing investors with access to a diversified portfolio of global listed infrastructure assets. The company primarily invests in infrastructure sectors such as utilities, energy, transportation, and communications, aiming to deliver income and long-term capital growth. Argo Global’s strategy is to invest in high-quality, income-generating infrastructure companies worldwide, providing exposure to essential services with potential for stable returns. The company is headquartered in Adelaide, South Australia, and its shares are listed on the ASX.
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