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:
Seeking assets with value enhancement potential
We focus on investment opportunities that offer us the potential to enhance operational value through cost/efficiency improvements. One key source of investment opportunities with value enhancement potential is the ongoing trend for corporate owners of infrastructure to sell assets as part of restructuring processes.
Building out market-leading infrastructure platforms
We seek investment opportunities where we can construct or expand an infrastructure business by pursuing add-on opportunities which are not only accretive on a stand-alone basis but which also enhance the value of the entire infrastructure platform.
Looking for transformative growth
We seek out opportunities where strong long-term fundamentals in a particular market support the demand for building a select type of infrastructure.