Who we are

Founded on deep infrastructure expertise

  • 12

    investment team members split between offices in London and Sydney

  • 140+

    years of combined infrastructure investment experience

  • 450

    due diligence contact hours in last 3 years

What makes us different

ATLAS was established to be a world leading global listed infrastructure specialist. We believe we offer clear differentiators to other peers in the global listed infrastructure space.

  • Global Coverage

    Well-resourced bases in both the Northern and Southern hemispheres promote easier access to management teams in every part of the world and so facilitates more active engagement with portfolio companies.

  • Deep Infrastructure Expertise

    We have an investment team of 12, one of the largest and most experienced teams in the sector. The 5 investment partners alone have over 100 years of experience in the infrastructure sector. The team’s history spans both listed and unlisted infrastructure investment, a diversity of expertise which facilitates a deep understanding of the infrastructure assets in our investment universe.

  • Advisory Support

    The support of our major shareholder, Global Infrastructure Partners, gives us access to the extended experience of one of the most successful private infrastructure investment groups in the world.

    We are further supported by a prominent Investment Governance Board and a highly qualified Macro Advisory Board.

  • Integration of Climate Change

    Climate change and its implications for energy transition are embedded within our analysis of every asset. We acknowledge climate change as one of the most significant influences of investment outcomes within our sector and factor the cash flow impacts of the policy response to climate change in our assessment of every company.

  • Asset Level Focus on the Social Contract

    ATLAS recognises that infrastructure assets operate under an implicit social contract and that companies which fail to perform in line with that contract (through overcharging, or under delivering or through failing to control associated externalities) may be subject to penalties or reduced regulatory returns. ATLAS’ financial models make explicit assumptions about the level of profits that are earned by infrastructure assets and our forecasts assume that companies earn “fair” returns over time, provided that the company provides a service in line with customer and regulator expectations.

  • Tailored Solutions

    Portfolios can be constructed to meet specific exposure, return, benchmark and risk objectives for clients rather than assembled around a central strategy or knowledge pool. Portfolio objectives can be adjusted, and capacity can be specified with greater confidence.

London
+44 20 3890 4700
3rd Floor, 25 Watling St. London EC4M 9BR,
United Kingdom
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Sydney
+61 2 8318 7639
Level 8, 9 Hunter St, Sydney
Australia
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