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The characteristics of listed infrastructure companies are fundamentally distinct from those of the wider equity market due to the nature of their regulation, their interaction with macro factors and the long duration of both the assets and their cashflows. These characteristics are often not well understood or accurately priced by standard equity market metrics. This creates opportunities to invest in high-quality assets with strong returns through all phases of the market cycle.
The ATLAS Infrastructure Global Fund aims to provide investors with real, long-term returns in excess of inflation by investing in a high conviction portfolio of quality listed infrastructure companies across developed markets.
ATLAS believes that good investment decisions come from the ability to both forecast long-term cash flows and estimate risk (macro and sector) at the asset and portfolio level. Confidence in long-term forecasts is built on deep expertise in the infrastructure sector, supported by original research and extensive experience. ATLAS places infrastructure sector knowledge at the core of its investment process.
Investment can be made using the Fund’s PDS or via a number of platforms, including:
See the full range of platform availability here.
“The firm’s objective is to bring to the listed market the same rigorous research and focus on cash flow analysis as a best-in-class private market investor.”
