With an outstanding track record spanning over 20 years, €5.9 billion in direct infrastructure debt and equity investments made since inception, and
€3.0 billion of funds currently under management,
we are one of the world’s largest and most experienced independent infrastructure managers.
We are a long-term investor, partnering with clients to invest in true infrastructure assets that protect real investment value, while providing predictable cash returns. This is achieved by investing in assets with clear and measurable cash flows and adding value through active asset management.
October 2018
Infrastructure assets will naturally be affected by disruption. In Part 2 of the 4 part series , we focus on power systems and how technological, environmental and sociological factors are changing the way the sector works.
Download 436kb
September 2018
Infrastructure assets will naturally be affected by disruption. In Part 1 of the 4 part series , we explore the key disruptive elements for infrastructure investors focusing on technology, digitisation and climate change.
Download 281kb
August 2018
With an opposition party leader wanting to renationalise the sector and a regulator demanding “profound change”, investors in the UK water sector are currently cautious. This feature article looks at the impact on the sector of the UK water regulator, Ofwat, in its recent price determination as strong performers look to earn increased incentive payments whilst their poorer performing cousins may suffer tougher penalties than in the past.
Download 515kb
December 2017
A significant demand / supply imbalance for large, core infrastructure assets in the traditional OECD markets of Europe and North America has compressed projected investment returns for private market investors. This article explores the merits of investing in Developed Asia infrastructure, a low-risk region that faces less competition.
Download 779kb
September 2017
Whilst emerging market economies are keen for private capital to invest in their many infrastructure projects, private investment to date has been relatively restrained. We discuss the key risks that need to be overcome in order for emerging markets to get a bigger piece of the infrastructure allocation pie.
Download 971kb
Sydney Airport is Australia’s largest airport and operates under a long-term lease from the Australian Government. Sydney Airport is listed on the Australian Securities Exchange (ASX: SYD). The capital indexed bonds mature in 2020 and provide an inflation-linked coupon of 3.76%.
Yorkshire Water is the the fifth-largest water and sewerage company in the UK by both Regulatory Capital Value and by number of customers served. The business provides drinking water and sewage treatment for 5.0 million customers in the Yorkshire region, in the North East of England.
Alpha Trains is the largest private rolling stock lessor in the passenger and freight markets in Continental Europe, providing over €2.1 billion in rolling stock to both public and private operators. Alpha Trains’ locomotives division comprises Europe’s largest and most diversified fleet of almost 370 diesel and electric locomotives, while the passenger train division comprises 334 diesel and electric trains.
One of the world’s most experienced infrastructure managers & investment strategy advisers
