Home Strategy
Strategy
Core infrastructure investing should be at the forefront of every investor’s mind, says Vauban Infrastructure Partners’ founding partner and deputy CEO Mounir Corm.
A global pandemic and now rising inflation have reinforced the importance of portfolio theory, says Northleaf managing director and head of infrastructure Jamie Storrow.
Three infrastructure experts share their strategy for success in a fast-evolving asset class
Director of energy infrastructure Rahul Agrawal walks us through Actis’s majority stake purchase in Vietnam-based renewables platform Levanta Renewables.
The fund has a strong pipeline in place and will focus on the energy transition, the circular economy and digital equity, Palisade CEO Steve Gross tells us.
The pension fund saw its infra commitments reach almost 5% of its total investment portfolio by the end of 2021, including investments in 15 new funds globally.
The country’s ‘minimal supply and fast-growing demand’ makes it ideal target for Seraya’s APAC data-centre platform, says managing partner James Chern.
The firm plans to leverage its expertise building logistics centres across the APAC region for its new digital infrastructure fund.
With the telco towers deal likely to be the last of its kind across Australia and New Zealand, fibre opportunities in the region could be targeted next, InfraRed Capital Partners’ Sven Stubiçan says.
Managing director Peter Johnston says the first close was backed by traditional real estate investors looking for an alternative to residential property.