Our strategy has always been to own world-class assets and manage them for the long term. We are not traders. We are stewards.
Infrastructure assets have a unique quality: they generate cash regardless of what the stock market is doing. That consistency is not boring — it is the point.
Diversification is not just about sectors. It is about being in the right jurisdictions with the right regulatory environments and the right management teams.
The most important lesson my father passed on is that the exit is as important as the entry. Knowing when to sell is at least half the skill.
We take a 20-year view on every asset we acquire. Short-term volatility is noise. What matters is whether the business will still be generating superior returns two decades from now.