Our strategy is to seek control-oriented global infrastructure transactions with limited downside risk and high visibility of cash flows. Our targeted infrastructure investment universe offers potential for value creation through active ownership. At the same time, our global investment platform allows for investment flexibility across the capital structure, regions and sectors.
In global private infrastructure, our investment strategy is focused around three key themes:
Capitalize on platform expansion opportunities
We look for investments that offer us the opportunity to build scale, for example, through investing in fragmented markets that have the potential for consolidation and platform-building.
Proactively build core
We seek out opportunities where strong long-term fundamentals in a particular market support the demand for building a select type of infrastructure, for example due to evolving infrastructure needs or changing market fundamentals.
Focus on operational value creation
We focus on investment opportunities that offer us the potential to enhance operational value through growth and efficiency improvements. A key source of these opportunities is the ongoing trend for corporate owners of infrastructure to sell assets as part of a restructuring.