With an outstanding track record spanning over 20 years, €6.0 billion in direct infrastructure debt and equity investments made since inception, and
€3.1 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.
November 2018
In this month’s feature article, we provide an analysis of the consumer staples sector through the lens of environmental, social and governance (ESG) investing. We discuss the sector’s characteristics, its performance in recent years compared with more growth-oriented sectors, and the potential nexus between quality consumer staples companies and ESG-focussed corporate behaviour.
Download 926kb
November 2018
In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.
Download 207kb
October 2018
Infrastructure assets will naturally be affected by disruption. In this series of articles on the effects of disruption on infrastructure investing, Whitehelm examines the transport sector.
Download 493kb
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
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%.
Flinders Ports operates seven ports located across South Australia, including the State’s only container terminal, under a 99-year lease from the State Government. As operator, Flinders Ports provides port and logistics services and infrastructure for container, bulk and break-bulk cargoes servicing many of the State’s key industries.
The Worsley Cogen Facility is a two unit multi-fuel cogeneration plant (550tph steam and 104MW electricity) that was commissioned in January 2014 and located in Collie, WA. It provides steam and electricity under a long-term contractual arrangement to South32 Limited’s Worsley Alumina Refinery.
One of the world’s most experienced infrastructure managers & investment strategy advisers
