George Boubouras is chief investment officer at Contango Asset Management
How long have you held the stock?
We have had an overweight position to Sydney Airport Holdings (SYD) for nearly a year.
What do you like about it?
We were targeting cyclical infrastructure exposure with the core view of lower long bond rates maintained for longer. Airport assets generally perform well in a lower rate environment. Further, it is a well run asset from the retail/property management through to the key stakeholder partners (airlines).