Our focus is on markets that we truly understand, as a result of our previous experience. We take on the role of owners and prefer to take the lead on investments where we have a competitive advantage. We look for assets that demand execution expertise and can be actively managed to generate extrinsic value.

Long-term asset creation and expansion via a bilateral approach is the strategy to follow. We can develop intrinsic value and (re)structure assets to unleash value from existing assets using proprietary knowledge. We have operational expertise and a proven track record of success.

Through off-take agreements and trading partners, sustainable infrastructure cash flows give certainty, decrease risk, and lower the cost of financing. Optionality is created by carefully managing trading flows. A medium to long-term strategy maximises the risk-adjusted return on capital over time.

For transitional carbon investors, low carbon intensity assets represent a promising growth area. Growth is still fuelled by regulations and incentives. High-quality, low-carbon assets will hold their value and grow in significance.