How is RARE’s investible universe researched?
RARE screens all global listed stocks to extract those securities that exhibit infrastructure characteristics. The team then applies various financial valuation and liquidity screens to filter these securities to a more narrowly defined universe of securities known as the RARE 200. The RARE 200 comprises 200 – 250 global infrastructure companies. Based on the RARE team’s analysis, the RARE 200 is reduced to a focus list of approximately 80-120 companies which are deemed worthy of in-depth analysis.
