A specialist investment manager focused on listed infrastructure securities

WHAT MAKES ATLAS DIFFERENT?

Truly Global Coverage

With offices in Sydney and London ATLAS is a globally oriented firm which brings together a team with deep expertise in a broad range of sectors and geographies. This breadth serves to reduce portfolio “home bias” and “familiarity bias”. 

Team & Sector Knowledge

We have one of the largest investment research teams in the infrastructure industry. The team is led by sector specialists who bring many years of experience in their specific field, supported by a team from a range of different disciplines. 

Infrastructure Genes

ATLAS is majority owned by Global Infrastructure Partners, one of the preeminent investors in private infrastructure. The firm's objective is to bring to the listed market the same rigorous research and focus on cash flow analysis as a private market investor.

​Structure & Alignment

ATLAS Partners and staff own a significant proportion of the firm's equity, which facilitates alignment of the entire team with the overall objectives of the firm. Everything we do emphasizes the importance of a team approach.

ESG & Climate Change

​ATLAS specifically incorporates climate change and social factors in its company models through a purpose built scenario analysis. These factors directly impact our investment decisions.

Tailored Solutions

ATLAS has the capability and experience to develop tailored listed infrastructure portfolios for different clients or groups of clients based on their specific requirements as regards return, risk and  geographic or sector exposures. 
ATLAS is focused solely on long term infrastructure investing. We are driven by an underlying interest in the asset class and a curiosity which motivates us continually to develop our understanding of infrastructure assets and the regulatory, contractual and economic frameworks in which they operate. Our role, quite simply, is to utilise the knowledge derived from our experience and our research to build portfolios of high quality infrastructure assets so as to meet our clients' investment objectives.

OUR TEAM

Our investment team of 11 staff includes 5 Partners, 3 Principals and 3 Associates. The investment team is supported by a highly experienced trading, compliance and operations team. Charles Kirwan-Taylor (Executive Chairman) oversees the firm’s governance and brings extensive experience in both infrastructure investment and business management.

Charles Kirwan-Taylor
Executive Chairman

Charles has four decades of experience in financial markets. He was formerly Head of Equity Capital Markets for Credit Suisse in Europe and subsequently the CIO and CEO of RAB Capital. Most recently he was the Director for Corporate Affairs and Sustainability at Gatwick Airport Limited.

Rod Chisholm
Partner

Rod is a founder of ATLAS. He previously worked at RARE Infrastructure where he was a Portfolio Manager and Head of Tailored Portfolio Strategies. During his time at RARE he also served as the Head of Research. 

David Bentley
Partner

​David is a founder of ATLAS and previously worked with Rod Chisholm as a Portfolio Manager at RARE Infrastructure. Prior to this he was an Investment Manager within the Infrastructure team at the Future Fund. 

Peter Hyde
Partner

​Peter has a long history in the infrastructure sector, initially in investment research at Kleinwort Benson Securities, as a Managing Director at Credit Suisse and then a Director of Liberum Capital. Most recently Peter was the CEO of easyBus.

Matthew Lorback
Partner

David McGregor
Partner
Matt was previously an Executive Director at Hastings Funds Management. During his time at Hastings Matt served as the Portfolio Manager of TIF and as the Airport Sector Lead. He also acted as a director on the boards of a number of airports. Prior to Hastings, Matt worked for KPMG Corporate Finance where he specialised in infrastructure assets.
David has over 10 years experience in the listed infrastructure securities sector.  Before joining ATLAS, David worked for RARE Infrastructure where he was responsible for analysis of a range of infrastructure and utilities securities in RARE's investment universe.​

Michal Rydzkowski
Principal

Michal was a Senior Associate with Global Infrastructure Partners where he worked on a number of transactions, including the acquistion of Gatwick Airport. Michal previously worked with Dresdner Kleinwort in its Power and Utilities M&A Advisory team.

Amanda Xie
Principal

Amanda has significant experience in the real assets investment industry. She previously worked with David Bentley in the Infrastructure team at the Future Fund.  Most recently she was in Actis' Africa real estate business. Amanda began her career with Willis Towers Watson as an asset consultant.

Janie Shi
Principal

Janie held roles within infrastructure advisory (PwC) and investment banking, energy resources (BNP Paribas) prior to joining ATLAS. Janie covers sectors including rail, communications and renewables, supporting partners Rod Chisolm and Peter Hyde.

Patrick Burfitt
Associate

Tom Neugebauer
Associate

Sam Ward
​Associate
The ATLAS investment universe comprises 150 high quality infrastructure stocks with a combined market capitalisation of approximately US$2.0tn.  

​The investment universe includes companies from a range of infrastructure sectors including toll roads, airports, sea ports, communications infrastructure, electric, gas & water utilities, and transmission pipelines.

INVESTMENT GOVERNANCE BOARD

The ATLAS Investment Governance Board operates independently of the Firm’s executive management and Investment Committee.  The role of the Investment Governance Board is to provide independent scrutiny of the investment decision making within ATLAS, and to provide advice for ensuring consistency of ATLAS' investment decisions with the mandates given by its clients. It also has a focus on detecting any style drift, misalignment with investors or other risk factors. All members have experience working in pension funds or sovereign wealth funds. Each member brings a unique set of skills and experiences in terms of sector and geographical expertise.

John Bearman

​Former Chief Investment Officer at BP Pension Fund. Currently engaged in various governance and non-executive roles.

Randall Mullan

Former Senior Portfolio Manager in the Infrastructure & Forestland Group at CalPERS. 

Danyelle Guyatt

​Specialist in sustainable investment and climate change at Climate Insight. Consultant to asset owners and investor collaboration groups.
Infrastructure assets are by their nature long lived and relatively inflexible.  Therefore, in purchasing long dated infrastructure assets, investors inherently take on exposure to changes in government policies and other social and climate related factors.

ATLAS has developed a proprietary methodology which explicitly models the cash flow impacts of climate change policies and associated economic transitions.  Consideration of these factors is an integral part of our assessment of all investments for all portfolios, rather than an approach for a particular strategy or as an addendum to our investment process.