Realising opportunities in infrastructure
Infrastructure assets can provide steady returns over the longer term and have a low correlation to other asset classes. In times of economic trubulence they can be resilient, making them increasingly appealing to investors.
This highly innovative strategy aims to deliver sustainable, inflation-linked income and capital growth from a diversified portfolio of investments in European mid-market infrastructure assets and support the transition to net zero.
The investment approach has been to target assets with core infrastructure fundamentals such as long asset life, natural monopolies, high barriers to entry, provision of essential services and stable cash flows.
Using the UN Sustainable Development Goals as a guide, we focus on sustainable trends and sectors to identify high-quality infrastructure investments with current yield potential and the opportunity to drive value though active asset management by unlocking latent capital growth potential through expansion, operational or technological upgrades.
We believe the European mid-market is particularly attractive for private infrastructure investment, on the backdrop of a significant estimated funding gap. This translates into less competitive pressures and more opportunity for initiating bilateral, negotiated situations that our investment team can unlock. This is likely to continue over the long term, underpinned by a supportive investment and regulatory environment that encourages long-term private investment in essential assets and services and incentivises the transition to a carbon neutral economy.
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