Liquid credit strategy with a singular emphasis on infrastructure debt issuers that pay attractive yields and have historically exhibited an extremely low incidence of credit loss.
Investment Fundamentals
Produce attractive absolute and risk-adjusted returns while providing investors the ability to match capital with opportunity as market conditions evolve.
Compelling Total Return
- High current yields and capital appreciation potential
Low Incidence of Default
- Infrastructure debt has experienced one-third the credit loss as comparably rated issues
Mispriced Asset Class
- Misconstrued credit risk and across asset-class dislocations can result in above market yields with low credit risk
Integrated Team
- Fully integrated debt and equity teams of 20 investment professionals with an average of 18+ years of experience
Research Driven Process
- Highly experienced, integrated investment team thoroughly analyzes and continually assess each issuer’s idiosyncratic credit risk
Powerful Macroeconomic Tailwinds
- Energy transition, energy security, and sustainability will drive demand for energy infrastructure for multiple decades
Our People
Liquid credit team is fully integrated with broader marketable securities team, managing assets across energy, infrastructure and renewable strategies.
Recent News
-
Real Estate
-
Energy Private Equity
-
Private Credit Bloomberg