Investment Capabilities
Infrastructure
Essential assets that modern economies depend on — owned, operated, and improved over decades.
$6.3B
Deployed
22
Assets
8
Countries
Core and Core-Plus Infrastructure
We invest in the infrastructure that supports daily life — energy generation and distribution, digital connectivity, water treatment, transportation networks. These assets have one thing in common: people can't live without them.
Our approach is long-duration and operational. We don't flip infrastructure. We buy assets with 20-50 year concession lives, then spend the next decade improving their efficiency, reducing their costs, and extending their contractual revenue visibility.
Our Infrastructure Focus
Energy Transition — Renewables, storage, grid infrastructure supporting decarbonization
Digital Infrastructure — Data centers, fiber networks, towers
Transport — Ports, airports, toll roads with regulated or contracted revenues
Water & Utilities — Essential services with long concession lives and inflation linkage
Social Infrastructure — Schools, hospitals, government facilities under availability payments
How We Work
Our Approach
Concession & Contract Analysis
Infrastructure returns are only as good as the contract behind them. We analyze regulatory frameworks, concession terms, and offtake agreements before we model cash flows.
Regulatory Due Diligence
Every jurisdiction has different rules for how infrastructure is priced, taxed, and allowed to earn returns. We employ local regulatory experts, not just financial analysts.
Technical Assessment
We bring in independent engineers to assess asset condition, remaining useful life, and capex requirements. We don't rely on the seller's estimates.
Operational Improvement
Post-acquisition, we benchmark our assets against global peers on cost, efficiency, and safety. Operational improvement is where infrastructure value is created.
ESG Integration
Infrastructure assets sit at the center of the energy transition and social equity debates. We take environmental and social performance seriously — as a risk management discipline, not just a reporting exercise.
Track Record
Select Infrastructure Investments
North Sea Offshore Wind Farm
United Kingdom
600MW offshore wind development structured as a 30-year availability payment concession. Anchor investor alongside two Nordic pension funds.
12% unlevered yield
Southeast Asian Port Network
Vietnam & Indonesia
Majority stake in a 4-terminal port network serving container shipping routes in Southeast Asia. Revenue linked to trade volume growth.
Unrealized. +18% EBITDA
European Data Center Portfolio
Netherlands & Ireland
Three hyperscale data centers acquired in 2022 on 15-year triple-net leases to global cloud operators. Financed at 55% LTV.
Realized. 2.2x MOIC
Get in Touch
Build Infrastructure Exposure
Long-duration assets with inflation-linked returns for institutional portfolios.