Focus Area

Environmental, Power & Infrastructure

Sub-Sectors of Interest

  • Environmental Services
  • Water & Waste Management
  • Utility & Infrastructure Services
  • Sustainability & Energy Transition
  • Power Infrastructure

Investment Themes

  • Decarbonization of the global economy and mitigation of climate change
  • Interconnectivity of power sources, water, waste, and the environment
  • Environmental impact minimization and resource maximization
  • Waste diversion and beneficial reuse
  • Increasing renewable energy / fuels share
  • Grid and infrastructure modernization and reliability
  • Increasingly complex regulatory and compliance requirements
  • Significant installed base of aging infrastructure
  • Low cost of service compared to high cost of failure
  • Large fragmented outsourced service markets with non-discretionary demand