UK/Europe
Alternatives

PATRIZIA

About PATRIZIA

PATRIZIA is a specialist real asset manager with an outstanding global track record spanning over 38 years. With operations around the world, PATRIZIA offers investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors. PATRIZIA manages more than EUR 58 billion in assets and employs over 1000 professionals at 28 locations worldwide1.

1 As at 30 September 2023
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Approach

PATRIZIA Infrastructure focuses on investing in core infrastructure assets that have monopoly characteristics and supply essential facilities and services needed for the effective functioning of communities. By investing in core infrastructure assets which typically have predictable cash flows, PATRIZIA Infrastructure aims to generate a defensive equity return with a moderate yield and add value through active asset management.

PATRIZIA Infrastructure’s investment philosophy is:

  • Only invest in ‘core’ infrastructure
  • Build a diversified portfolio of quality assets
  • Ensure every acquisition has a conservative capital structure and a sustainable cash yield
  • Don’t overpay, and be a patient investor

Our Funds

PATRIZIA Low Carbon Core Infrastructure Fund
Alternatives
A long-only equity fund that seeks to provide investors with a truly sustainable high quality, defensive and diversified portfolio of global core infrastructure stocks

ESG

Responsible investment & ESG are at the heart of PATRIZIA’s investment philosophy. PATRIZIA Infrastructure looks to invest in companies that have a low carbon intensity and in turn reduced stranded asset risk. For information on the application of the Sustainable Finance Disclosure Regulation (SFDR) please refer to PATRIZIA's website which provides disclosures and information for the sub-fund and the investment manager.

More ESG Information
Low carbon emissions
Low carbon emissions
PATRIZIA Infrastructure offers strategies that access the growth potential of the energy transition and are compatible with a net zero emissions pathway, set well-below 2 degrees warming
Stewardship and active engagement
Stewardship and active engagement
PATRIZIA Infrastructure actively engages with investee companies on sustainability issues
ESG risk integration
ESG risk integration
PATRIZIA Infrastructure conducts norm-based analysis and covers environmental protection, human rights, labour standards and anti-corruption
Advocacy
Advocacy
PATRIZIA considers, assesses, and advocates further action on key sustainability thematics, and is a participant in the PRI and ISS collaborative engagement platforms
Transparency
Transparency
PATRIZIA Listed Infrastructure has a public Sustainability Policy and reports annually against the TCFD guidelines, discloses proxy activities and portfolio holdings, and reports EU Taxonomy alignment and the progress on decarbonization and reaching net zero emissions.

Resources

ESG

Approach To ESG
Sustainability Policy
Sustainability Report

Insights

View all insights
UK Water Utilities: Why do we invest in one?
The environmental failures of water utilities across the UK and the financial failure of Thames Water, has rightly led to increased scrutiny of the entire water sector.
Defensive Equities: When Defence is the Best Offence
In uncertain times, investors looking for shelter can consider an allocation to defensive equities to shore up their portfolio. Listed infrastructure, listed property and low volatility strategies are all different ways to invest in defensive equities, all of which also provide investors with an income yield.
Allocating to unlisted infrastructure: Some size fits all
PATRIZIA explores the benefits of unlisted infrastructure and how to size an investment in the asset class, with the purpose being to educate investors on why they should look to diversify their portfolios with a more meaningful allocation to unlisted infrastructure.

Team

The PATRIZIA Infrastructure team has over 40 investment professionals, with the investment committee and portfolio manager supported by over 24 infrastructure and equity and debt specialists located across London and Sydney.

Ursula Tonkin
Ursula Tonkin
Head of Listed Infrastructure Strategies, Portfolio Manager
Graham Matthews
Graham Matthews
Head of Infrastructure, Investment Committee Chair
Saji Anantakrishna
Saji Anantakrishna
Head of Australia & Asia Infrastructure, Deputy Portfolio Manager
Justin Web
Justin Web
Head of Infrastructure Risk, Investment Committee Member

Contact Us

General Enquiries: UK/EU

FidanteEuropeSales@fidante.com

Institutional: John Cotterill

John Cotterill*
Senior Institutional Business Development Manager
jcotterill@fidante.com.au
+44 (0) 20 7832 0932

Nordics & Benelux: Robert Elfström

Robert Elfström
Director, Public Markets - Nordics & Benelux , Fidante
relfstrom@fidante.com
+46 (0) 73 740 09 70

Disclaimer

*John Cotterill, Hatch Room. In the United Kingdom, Hatch Room is an Appointed Representative of Fidante Partners Europe Limited, which is authorised and regulated by the Financial Conduct Authority FRN 195456.