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Differentiators
Value-add #1
Sector Specialists
We are sector specialists that dive deeper than most managers into the origins and future of infrastructure. Atoms, molecules, electrons and qubits - we devote enormous resources into understanding and creating advanced infrastructure assets that are differentiated and high-quality.
Value-add #2
Local Advantage
Our decision makers are local. Not only do we have "boots on the ground," our "generals" are working in the same time zone and markets where we invest. We are closer to the deals and portfolio companies. We react quickly to opportunities and avoid risks. We have a local sourcing advantage that global peers would not have. We consistently invest at below market valuations demonstrating our local advantage.
Value-add #3
Market Expertise
We are extremely selective and pick the best risk adjusted markets to invest in. Inflation, interest rate, and foreign currency risks are frequently mispriced and not well understood by investors. Our conservative hedging strategies minimize market risks while giving us strong upside potential.
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OECD Developed Asia
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The common perception of Asia is that it is an emerging market. That is quite far from the truth. OECD Developed Asia market includes Australia, Japan, South Korea, Singapore and New Zealand. These investment grade credit countries (A to AAA) are similar to North America and Western Europe in credit risk, borrow costs, and currency hedging costs. More importantly, regulatory and policy risks are low and most suited for long-term stable infrastructure investments.
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Diversification Benefits and Alpha Generation
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Most investors have minimal exposure to OECD Developed Asia markets and hence these markets offer an attractive diversification opportunity for them. Additionally, OECD Developed Aasia markets are also underpenetrated. Few GPs are active in these markets compared to US and EU markets. Hence entry valuations are lower and potential returns are significantly higher.
Southeast Asia
Emerging markets are generally higher risks than Developed markets. On a very selective basis, we believe Southeast Asia markets can offer compelling risk return rewards. These are restricted to strong credit Southeast Asia markets where there is political, regulatory, and currency stability, strong credit counterparties such as global fortune 500 customers, and long-term contracted assets.
Value-add #4
Mid-market Platforms
Mid market strategies have been proven to generate higher returns across economic cycles and asset classes. We are firm believers that small to medium sized enterprises generate higher growth than large established targets. As control-only investors, we work closely with our platforms to execute 5 to 7 year business plans to generate outsized returns.
