Core infrastructure

Core infrastructure companies are dynamic businesses that own their asset base, not concessions with a finite life. Our market focus is on the utilities and transport sectors, as well as on businesses that develop portfolios of renewable energy projects.

We aim to generate returns from core economic infrastructure investments over the long term through an engaged portfolio management approach. We engage with companies’ management teams at the board and senior management levels to develop strategies that support investment in the asset base to promote growth over the long term, continued improvements in operational performance, disciplined cash management to drive yield for shareholders and efficient capital structures to optimise funding costs and financial risk.

This approach requires a broad set of skills, including a sound understanding of the operations and markets of each business, as well as the funding market knowledge to maintain an efficient financing structure.

Core infrastructure
Infrastructure Team
Phil White
Managing Partner, Head of Infrastructure