CUQ should see some traction this year beginning to take hold. Also if Caisse pours a load of cash into infrastructure there may be a little pop there also. They have a large stake in SNC which is a Montreal firm and the logical expansion is to go into CUQ, ARE and BDT to some degree to mitigate volatility for them in this space and to minimize volatility. They have been pouring money of late into western Canada and following the "big money" is never a bad investment decision I've found over the years.

In the meantime you get a nice yield while waiting for an eventual pop in share price on these three companies.

 

Caisse de Depot et Placement du Quebec, Canada’s second-largest pension-fund manager, will increase investments in “less-liquid” assets such as real estate, infrastructure and private equity to reduce volatility in its returns, Chief Executive Officer Michael Sabia said.

“The markets are no longer a good gauge of value,” Sabia told reporters today in Montreal. “Markets are a source of volatility. We think this volatility will last quite some time.”

The Caisse plans to add C$10 billion ($9.97 billion) to C$12 billion in what it calls less-liquid investments in the next two years, Sabia, 59, said. The Montreal-based fund manager aims to have about 30 percent of its assets in private equity, real estate and infrastructure by the end of 2014, up from 25 percent today.