How we invest
Creating value for investors and societies
Focused on value creation.
Our heritage is in value creation and that mindset informs everything we do. Through disciplined selection and active management, we seek to perform through all market cycles and conditions – producing compelling, risk-adjusted returns for our investors.
Whether for capital gain or long-term yield, we take an active approach to the development and management of our assets – deploying our large, dedicated in-house Asset Management team to realise and retain additional value while actively managing risk.
By working across the entire asset lifecycle, we build deep and valuable market insights and proprietary data points that bring material benefit to our investment approach.
Our strategies span the infrastructure risk spectrum from core to value-add – all targeting essential, high-quality, mid-market infrastructure that is central to the functioning of societies in developed economies around the world.
InfraRed’s first value-add infrastructure investment was made over 20 years ago and the strategy remains central to our offering today. We were also an early participant in the core infrastructure market and manage a number of complementary core strategies. Today, we also manage two of Europe’s largest listed infrastructure investment companies (HICL and TRIG).
From upgrading or replacing ageing, traditional infrastructure to facilitating circular economies and the digitisation of our society, we have consistently positioned ourselves at the heart of the prevailing macro themes. By embracing technological developments, we believe we remain well positioned to capitalise on the evolving needs for modern infrastructure.
We have a specialist Asset Management team, focused on enhancing and protecting the value of our assets:
- Our asset management track record spans a wide variety of assets and equity structures, including Public Private Partnerships, operating companies, and growth platforms that create new infrastructure
- We have more than 35 dedicated and specialised asset management professionals within our business based in North America, Europe and Australasia
- We influence and control key value levers for each asset as part of a structured approach that drives our asset management strategy from pre-acquisition and throughout the investment
- We integrate sustainability opportunities and risks as part of our active asset management approach
Sourcing & co-investment
Built on relationships
Sourcing
Few mid-market infrastructure managers can compete with the length of our track record and breadth of our portfolio and experience, which enables us to maintain a privileged dialogue with our business partners. As a result we have built extensive, strategic partnerships across the many industries that we target, amongst utilities, institutional investors, start-ups, advisors, and other critical parties. We work with organisations who share our focus on relationships and value our long-term approach, heritage, and scale.
Co-investment
We recognise the importance of providing access to a diversified pipeline of co-investment opportunities, as the demand for direct investment grows amongst our investors. It also provides us with flexibility, opening-up a wider opportunity-set by increasing the size of transactions that we evaluate. Similarly, as our platform companies scale, we draw on our investor base to fund ambitious growth plans, sharing directly in the opportunities.
Our co-investment framework offers investors access to infrastructure across our value-add and core strategies, in a wide range of OECD countries and sectors. We have an institutionalised approach, making it efficient for investors to work with us.
We integrate material sustainability opportunities and risks into the investment process from the outset. This supports the longevity and resilience of our assets and portfolio, and ensures we take a long-term approach in delivering lasting value for investors and society.
Investor relations
Local. Specialist. Disciplined.
We have established a diverse and deep investor base. We have dedicated teams to support our investors, in Europe, North America and Asia. From providing a seamless, proactive service to connecting our investors with industry specialists, we strive to deliver a best-in-class service.
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