Investment Philosophy

We have a very clear and consistent Investment Philosophy which ensures we only invest in true infrastructure assets

Whitehelm’s investment style is based on fundamental analysis of long-term value in Australian and international mid-market infrastructure. There are several facets to this investment style, which are embedded in our Investment Philosophy, which is as follows:

  • Whitehelm is a long-term specialist investment manager that partners with clients to invest in assets that protect the real value of the investment whilst providing predictable cash returns.
  • We achieve this through investing in assets that have clear and measurable cash flows and by paying a price that is below our fundamental assessment of long-term value.
  • We seek to identify investment opportunities across the capital structure and transact opportunistically to take advantage of asset mispricing.
  • We protect and grow the value of our clients’ investments through our asset management capabilities, which have been developed over our 20 year history of direct investing.
  • We also help clients to formulate their investment objectives before designing and implementing a bespoke investment portfolio to meet these objectives.