At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit and structured products.
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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty-free or board your plane; but the implications are significant for investors.
The attached paper discusses:
- the recovery of business versus leisure travel
- the reduction and retirement of the 'big jet plane'
- the shift currently occuring in airline route planning
- how pre-existing duty free contracts are now affecting retailers and airport operators
- how listed airport companies create a steady stream of income through their real estate segments
- the impact of the pandemic on air travel growth in China
- the impact of net zero on airports and their operations
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