We apply a rigorous multi-layered investment approach,
which reflects the importance of price discipline and an understanding of the
impact of underlying risk on successful infrastructure investing.
Our investment approach is driven by quantitative-based,
active origination and hands-on management where research and analysis drive
portfolio construction and portfolio construction drives opportunity targeting.
There are four essential attributes that underpin our
Our proprietary approach involves an assessment of the expected risk profiles of each assets equity cash
flows and the expected risks to valuation of those cash flows. This produces
improved returns and lower volatility than more traditional functional or
sectoral forms of analysis.
A focus on core infrastructure assets
We concentrate on assets that combine strong core infrastructure
characteristics with outperformance potential.
We seek the best opportunities from a risk and return
perspective to meet investor and fund strategies and only pursue those where we
have a defined competitive advantage. We draw on multiple sources to locate
investment opportunities including existing assets, organic growth, strategic
alliances, bolt on acquisitions and market presence. This means we dont have
to rely on participating in competitive bid processes alone.
Early involvement is critical for gaining a thorough
understanding of the business and its operating environment and influencing the
strategic direction of the acquisition.