ATLAS Infrastructure

ATLAS Infrastructure is a specialist global listed infrastructure investment firm. The firm focuses exclusively on listed infrastructure assets, employing an approach that mirrors that of private infrastructure investors. This involves a rigorous evaluation of long-term cash flows generated by infrastructure assets, taking into account regulatory environments, contracted revenue duration, and the impact of inflation and interest rates. A key aspect of their investment philosophy is the assessment of specific risks associated with each revenue stream, with particular attention to climate-related risks and ESG factors.

The firm was founded in 2017 as a partnership between the ATLAS partners and Global Infrastructure Partners (GIP), a prominent infrastructure manager. This partnership was established to provide comprehensive and highly detailed analytical coverage of the infrastructure sector and deliver world-class service to its clients. ATLAS Infrastructure maintains offices in both London and Sydney, facilitating global reach and active engagement with portfolio companies across different hemispheres.

ATLAS Infrastructure manages capital for its funds and long-term institutional clients, aiming to generate stable, inflation-adjusted returns. They have been recognized for their expertise, including being named "Real Assets fund manager of the year" by Morningstar Awards in 2023 for the ATLAS Global Infrastructure Australian Feeder Fund. The firm's investment strategy incorporates detailed climate change scenarios and a strong focus on ESG, with a commitment to net-zero alignment across its portfolio companies by 2030.

The investment team at ATLAS Infrastructure comprises 29 staff, with 17 dedicated investment professionals and 12 staff focused on governance, compliance, execution, operations, and distribution. The team's diverse background includes extensive experience in both listed and unlisted infrastructure investment, allowing for a deep understanding of the assets within their investment universe. Their high-conviction approach to portfolio management is index-independent and designed to offer tailored solutions to large institutional investors.