Starlight Global Infrastructure Fund (SCGI.V)

Risk is that ETFs don't adjust that much. If there's a downturn, limited ability to be flexible. In contrast SCGI, managed by his firm, has outperformed BGI.UN since inception and can be nimble.

This one, run by his firm, trades as an ETF on the NEO exchange. You could also look at the ZGI, though SCGI has outperformed it.

Good run since inception. Broad exposure. Focus is on free cashflow generation, high barriers to entry, and regulated assets. Tax efficient monthly distributions. Yield is about 4.9%.

A way to play infrastructure is through the base metals and steel companies. He wouldn't be looking at utilities and pipelines. He would focus on engineering companies. He doesn't know what this fund holds.