Infrastructure Strategy

Infrastructure assets require substantial investment, but capital constraints on the part of governments are increasing private participation in various projects. At the same time, newly accessible supplies of energy are necessitating the expansion of existing infrastructure to connect production with end markets. Altera's infrastructure strategy seeks to capitalize on these evolving industry dynamics by partnering with infrastructure operators, primarily in North America. We typically pursue influential minority investments in strategic infrastructure assets exhibiting sustainable downside protection where our ability to add value to the assets provides material upside potential.

Altera’s infrastructure strategy includes seeking to identify successful companies that provide the products and services that support infrastructure assets. Complementary sector knowledge and our industry relationships help us to identify attractive investment opportunities for both strategies. We believe important competitive advantages are derived from the collaboration between Altera’s complementary company investments and our direct asset strategies as part of an integrated platform.

Responsible Investing

We focus on responsible stewardship and stakeholder engagement to create value not just for our investors but also for the communities we serve. This is central to the way we...