PhilosophyWith their low volatility and reliable cashflows, infrastructure assets play a key role in diversifying ADIA’s portfolio and providing returns with low correlation to other assets.
As an investor, we believe that financial performance stems directly from our ability to understand and fulfil the needs and expectations of our assets’ end users.
Karim Mourad Global Head of Infrastructure, Infrastructure Department
ProcessWe take minority stakes in infrastructure assets, either independently or alongside partners in full acquisitions.
We have strong relationships with the world’s most experienced and respected infrastructure investors, and always ensure that our objectives are closely aligned.
As a financial investor, we do not seek operational control of infrastructure assets.
In a competitive landscape, our internal processes allow us to move swiftly to identify and capitalise on attractive opportunities when they arise.
PortfolioWe seek investments that offer long term, consistent cashflow in countries and regions with stable legal and regulatory frameworks.
We focus mainly on assets that provide a combination of growth and stability, in sectors such as transportation, utilities, energy and digital infrastructure.
We have a substantial and growing portfolio of investments in renewable energy, comprising up to 15 gigawatts in production across assets located in India, the U.S. and U.K.
In addition to investments in developed markets, we are increasingly seeking opportunities in emerging economies with strong growth prospects and infrastructure requirements.
As a long term responsible investor, ADIA recognises the importance of building a portfolio that can both capture opportunities and anticipate challenges arising from major global trends.
Sempra Infrastructure (SI) is one of North America’s leading energy infrastructure companies.
Transgrid operates and manages Australia’s largest high-voltage electricity transmission network, connecting generators, distributors and major end-users in New South Wales (NSW) and the Australian Capital Territory (ACT).
Singapore-based Cube Highways invests in road and highway projects in India.
WestConnex is a major infrastructure project comprising concessions over several motorways in Sydney, Australia.
Equis was established in 2010 by a group of senior investment professionals and initially set up as a fund manager of infrastructure assets in the Asia Pacific region.
TeamWe have a team of investment professionals with diverse backgrounds in the investment management and banking sectors and experience across global markets.
While ensuring we remain open to opportunities across asset type and region, we structure our team primarily around four broad areas of specialisation: Transportation, Digital Infrastructure, Utilities, and Energy.
We’re all exposed to different sectors within the asset class and we work across geographies. That’s really helped me to develop my judgement quickly, as we’re continually assessing so many different types of investments. It also helps that I work alongside skilled professionals from many different countries, with varied backgrounds and who have joined from other world-class institutions. They guide, provide feedback, and there’s always someone to offer advice if you need it.Sultan AlmheiriSenior Associate
I’ve found that there’s a real openness to new ideas here. If you find an opportunity that you think could make sense, you’re given the bandwidth to explore it and build your case, and then it’s up to you to convince others. That’s not an easy job – you’ve got to be prepared to have your thesis thoroughly examined – but if you succeed you have the full force of the organisation behind you.Luis PiscoPortfolio Manager