Dennis Mitchell was always one of my favourite guests when I hosted the Market Call shows at BNN Bloomberg. His ability, without notes, to articulate a company’s fundamental strengths and weaknesses concisely and with precision is impressive.

Mitchell is the CEO and Chief Investment Officer of Starlight Capital, an independent asset management firm focused on real estate and infrastructure investments.

Starlight is a subsidiary of Starlight Investments, which manages more than $14 billion of capital.

Mitchell details Starlight’s macro view and favourite global real estate and infrastructure ideas that are benefitting from technology trends and have attractive dividend yields.

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