When looking for companies to invest in, Duitz likes those that have stable cash flows, monopolistic qualities and inflation protection. He also wants to own the owners of infrastructure.
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To that end, he likes Ferrovial. The Spanish construction company is adding lanes on two highways in Texas and will have something called "congestion pricing."
"Every five minutes they have the ability to change a toll or tariff, and the goal is to keep traffic moving 45 to 50 miles per hour," Duitz said.
Ferrovial will own that concession in partnership with the Dallas Fire and Police Pension System, he said. It also owns part of London's Heathrow Airport and the 407 Express Toll Route in Canada.
Duitz believes cement and gravel makers will also benefit from infrastructure repair. He's bullish on the cement company Heidelberg.
Lastly, he likes Aeroports de Paris, which has bid on repairs at LaGaurdia Airport in New York.
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—Kerima Greene contributed to this report.
Disclosures: The Alpine Global Infrastructure Fund owns Ferrovial, Heidelberg and Aeroports de Paris