Whitehelm Capital

11.9%

GLOBAL CORE INFRASTRUCTURE IRR SINCE INCEPTION AUD HEDGED

TRACK RECORD

€3.9bn

Funds under management

Scale

OVER 60

STAFF

CAPABLE

70%

EMPLOYEE OWNED

ALIGNED

UNPRI

Signatory

RESPONSIBLE

One of the most experienced infrastructure managers

With an outstanding track record spanning over 23 years, €6.9 billion in direct infrastructure debt and equity investments made since inception, and €3.9 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.

Thought Leadership Research

Squeezing The Securities Lending Lemon

September 2021

With pressure on future asset class returns increasing following the post pandemic surge in global equities and yield curves pushed ever lower by central banks, the hunt is on to find new sources of return and portfolio efficiency for institutional asset owners that strive to deliver real returns to meet their expected liabilities in future years. One source of additional return for a portfolio is
securities lending, which offers the potential to generate extra revenues from portfolios. In this article we take a closer look at securities lending, and the potential benefits to asset owners by way of the revenues from lending fees.

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Power Play - Large Scale Energy Storage In A Decarbonised Grid

August 2021

In this article, we focus on three large energy storage technologies – pumped hydro, lithium-ion batteries and underground hydrogen storage - considering the investment case for these asset types that are of growing interest to infrastructure investors

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Pushing On A String - Revisiting The Japanese Rate Experience

July 2021

In this month’s article, we discuss Japanification in the midst and aftermath of the COVID-19 era. We begin by providing a refresher on Japan’s economic experience since the early 1990s. We then turn to the unconventional monetary policy settings that have become conventional across the developed world, and how, when paired with structural issues, the likelihood of a Japanification scenario increases.

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Wildfires - Burning More Than Just Landscapes

June 2021

Climate change and the risks that go with it have been front of mind for investors and regulators alike for several years. In this month’s article, we provide a specific, but very relevant example of how climate change is impacting investors’ portfolios today. Wildfire activity in the state of California has increased dramatically over the past several decades, with 2020 marking the worst year on record.

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THE TUMULTUOUS AND TROUBLESOME TAIWANESE TUG-OF-WAR

May 2021

In this month’s article, we unpack the risk of conflict between China and Taiwan. We begin by providing an overview of the complicated relationship between China, Taiwan and the US, and why conditions are growing increasingly favourable for conflict. We then touch on the significant economic and financial market disruption such a conflict could have, not only because of the importance of the region in global trade routes, but also because of the possibility for the weaponisation of trade.

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