Quarterly Outlook Report – Building America Portfolio Update

2023-03-03T12:09:59-08:00

Quarterly Outlook Report - Building America Portfolio Update In a world of uncertainty, few things are as clear as an approved Federal Authorization. Because of this, the companies in Builders can look forward to potentially five years of solid revenue visibility. Congress has already approved nearly $1 trillion in spending for roads, bridges, and other spending related to infrastructure. There are relatively few companies that can do this work, they are at the chokepoint in one of the largest government spending programs in decades. What has been approved so far is just a down payment on decades of [...]