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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.
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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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Showing 1 to 24 of 24 results.
The listed infrastructure sector in north america contains many world leading assets, operated by world class companies. this is captured in our investment process, with higher quality scores for north american firms.
First state investments, a leading global investor in infrastructure, today announced the appointment of john dimarco, cfa, an energy infrastructure specialist, as a director of the firm's expanding direct infrastructure team.
american listed infrastructure (ali) companies provide customers with cleaner and greener services than alternatives investments by ali’s railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction we believ...
The american listed infrastructure (ali) asset class increased 24% in 2021. the following article provides a review of investment performance and events that impacted the asset class in 2021. it then provides an outlook into the key themes we expect will impact the asset cla...
american listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic...
First state investments has built an impressive track record in the global listed infrastructure asset class. despite the extraordinary events since its launch in june 2007 – including the great financial crisis, volatile commodity prices, and political upheaval in many parts of the...
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
infrastructure in the united states today feels like the opening line of charles dickens’ a tale of two cities: “it was the best of times, it was the worst of times”. many segments of the us infrastructure market are working well while other segments suffer from chronic under-invest...
Please find below our initial thoughts on president biden's us infrastructure plan and its implications for the global listed infrastructure (gli) and american listed infrastructure (ali) asset classes.
Liquid real asset strategies seek to provide investors with high income, low volatility, reduced correlations and improved diversification. american listed infrastructure (ali) is a new, regionally focused liquid real asset strategy. the following research paper examines ali’...
First Sentier Investors, a leading global investment manager, today announced it has expanded its distribution team in the Americas with the appointments of Elizabeth Altman and Chase Mazzariello.
The past decade has witnessed the birth of a new asset class: global listed infrastructure securities (glis). while investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was develo...
We recently spent several weeks in the us visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. the following paper provides an overview of our findings.
Global listed infrastructure declined in the september quarter as a combination of rising interest rates, political interference and equity issuance dampened returns..
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. relative valuations are now at compelling levels. infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growt...
Florida is home to world leading infrastructure companies. the us state offers investors exposure to strong demographics, pro-business politics and sensible regulation. sunshine state is more than just a reference to the weather.
We think US utility investment opportunities remain abundant, driven by modernization, electric vehicles and economic wind generation.
We crossed six us states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. we visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
The energy crisis in europe has boosted global demand for lng. global listed infrastructure companies pioneered the us lng industry, investing us$50 billion since 2010. the energy crisis is providing an opportunity for lng to secure its role as a transition fuel. with reliability an...
In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening but with limited impact on road traffic. Airport passenger numbers are climbing especially as vaccines are delivered.
The latest instalment of our travel diary series comes from andrew greenup, who recently spent time in brazil visiting infrastructure companies, assets, regulators and government bodies. brazil has many social, political and economic challenges. infrastructure investment is viewed a...
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of ...
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