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In the midst of a company-wide rebranding, First Sentier Investors’ Niall Mills discusses European fundraising, US expansion and tightening regulation.
New York
The creation of an infra-dedicated team is in response to infrastructure’s strong appeal, which made it the fastest-growing asset class in 2019, according to an internal memo.
Segmentation within the infrastructure asset class didn’t emerge in 2019 but it did take on new forms, one being specialist funds.
Telecommunications
The firm's acquisition of Highline is its first in Brazil, a market Digital Colony believes will experience exponential growth in digital infra.
An investor at this week’s New York Summit said LPs are wise to ‘lock up contractual income’ as foreign institutions seek access to the US market.
Infratech Nov 2019 google cover story
Alphabet’s entry into the asset class foreshadows a potential disruption that will force investors to choose between betting on tech or being disrupted themselves.
Toronto
Pickett will report to Stephen Dowd, the firm’s global head of infrastructure, who also worked at Ontario Teachers’ Pension Plan.
JIDA Capital Partners is in talks with potential anchor investors to start raising the vehicle alone during the first quarter of next year.
The new infra team, led by managing director Anna Sundell, numbers three but is expected to grow to five by the end of the year.
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