Share tips: Invest in Britain's infrastructure

Upgrading Britain's ageing infracture is one way the government may try to kick-start growth. And if it does, this builder stands to profit, says Paul Hill.

Chancellor George Osborne will hopefully tell us how he plans to stimulate growth in the next budget on 21 March. My guess is he will focus on infrastructure, housing and job creation, which is where Morgan Sindall, a multi-line British construction firm, comes in.

Of its four divisions, the largest division is infrastructure (38% of profits). The firm is building part of London's Crossrail line and has been appointed preferred bidder (in a joint venture) by National Grid in a five year £500m electricity transmission scheme.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.