We invest exclusively in listed infrastructure and aim to be best at what we do. Our approach to the sector matches that of the private infrastructure investor – a rigorous focus on the returns generated by long-term cash flows of infrastructure assets. We take close account of the regulatory environment, the duration of contracted revenue, and the impact of inflation and interest rates, and evaluate the specific risks associated with each revenue stream, with particular attention to climate-related risks.
Our high-conviction approach to portfolio management is focused on generating stable inflation adjusted returns for our clients. We have the experience and capability to run tailored strategies designed to suit the needs of large institutional investors.
Everything at ATLAS is designed to support achieving the best outcomes for our investment clients.
