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4 Feb 2025

Investors Say ‘Saleable’ Transurban Is Shaping Up As A Buyout Target

Hear from Ray David our Large Cap Portfolio Manager speaking with the Australian Financial Review of why he considered Transurban a takeover target.

“Their roads are typically local monopolies … pretty much there’s no competition,” said Mr David, whose fund counts Transurban as one of its biggest holdings. “Toll roads are also defensive assets, with non-cyclical characteristics, which are getting more expensive to replace.”

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