HEDGE FUNDS AND INFRASTRUCTURE
November 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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On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios
Research Listing
Dampier Notes
The Dampier to Bunbury Gas Pipeline comprises a 1,600 km gas pipeline, connecting gas fields in the Carnarvon Basin to the population centres in south-west Western Australia. The asset is ultimately owned by DUET Group (ASX: DUE). Investments in the Dampier Notes comprise various fixed rate securities, maturing between 2019 and 2020.
Worsley Cogeneration
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.
Tawa Solar
Tawa Solar holds a 68.3% direct equity interest in two solar photovoltaic power plants located in Southern Peru known as Tacna Solar and Panamericana Solar. Together, these solar plants have a combined capacity of 42.4MW. The two solar plants operate under separate long-term power purchase agreements granted as part of the Government’s first renewable energy auction in 2010.