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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 tthat 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 investores. Our conservative hedging strategies minimize market risks while giving us strong upside potential.
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.
