With an outstanding track record spanning over 19 years, €5.8 billion in direct infrastructure debt and equity investments made since inception, and
€3.4 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.
June 2017
Australia reaffirmed its commitment to reducing the impacts of global climate change through its ratification of the Paris Agreement. We explore the knock-on implications of such a commitment for renewable energy investments, as well as for investors and shareholders on a forward-looking basis.
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March 2017
The rise in electricity generation from renewable sources has had a materially negative impact on global electricity generation utilities. We explore the fresh challenges, including the so-called death spiral, facing the Australian electricity transmission and distribution network over the medium to long term.
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December 2016
Can hedge funds provide a similar return outcome to infrastructure investments? Should investors be indifferent between allocating capital between these two types of investments?
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September 2016
Burdened by significant debt, many infrastructure and ‘infrastructure-like’ assets struggled through the financial squeeze of 2008 and 2009. However, since then, capital has been pouring back into the asset class as investors search for stable cash flows in a low yielding investment environment.
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June 2016
There is a wave of anti-privatisation in the air and it has cost dearly those governments throughout the world who are persistent on selling state assets to reduce burdening government debt.
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Arqiva is a communications infrastructure and media services company based in the UK. The Arqiva Junior Term Notes were created as part of a larger refinancing of Arqiva’s existing debt facilities, which took place in early 2013. The notes pay a semi-annual 9.5% coupon, and mature in 2020.
GasValpo is a Chilean gas distributor and retailer that supplies natural gas to over 96,000 residential, commercial, and industrial customers that was acquired by Whitehelm in 2008. GasValpo is the third largest distribution company by volume and the second largest in terms of revenue and network length. Whitehelm currently manages 92% of the shareholding for its clients.
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%.
One of the world’s most experienced infrastructure managers & investment strategy advisers
