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OpeningAll Rounder Group

Mandate

One standard. Every sector.

Choose an industry. The questions change, because the setting changes. The tests do not. Nothing here is a portfolio, a product, or an invitation to invest.

Sector

Infrastructure

Assets people use, with contracts we can read.

What we look for

  • Cash flows that do not need a heroic exit multiple.
  • Counterparties who can pay.
  • A regulatory regime we have actually read.

Questions we ask

  1. 01What is contracted, and for how long?
  2. 02What reverts, and to whom?
  3. 03Where does inflation help, and where does it hurt?

How we might structure it

Equity in contracted assets. Long-dated credit against cash flows we can see.

We would rather decline

Development risk dressed up as infrastructure, and yields that only work if the exit expands.

The structures named above are ways the firm is willing to think. They are not securities on offer. We do not publish holdings or a track record on this website.

Have a situation that does not fit a box?

That is the point of the mandate. Send the facts, not a sector label.

Enquire