Whitehelm Capital

Capabilities Listed Infrastructure

We approach investing in listed markets differently to most investors by taking a deep ‘bottom up analysis’ of potential investments and only acquiring those investments when they are at a price that is below our fundamental assessment of ‘long term value’. Rather than taking a scattered approach of diversifying risk away by investing in a large portfolio of assets, we have a conviction approach of investing larger amounts in a smaller number of stocks.

The result of this conviction approach has been an exceptional IRR well in excess of 20% per annum across our listed infrastructure portfolio since our first listed acquisition in 1999. This is a track record that far exceeds that of competing fund managers.