Theme

The infrastructure sector (including companies engaged in the development, repair and maintenance of basic infrastructure services, including power, environmental remediation, transportation, water, industrial refurbishing, logistics, communications and construction) is driven by strong secular growth, characterized by fragmentation and tends to be recession resistant. We also believe that the consistent demand for physical infrastructure maintenance will result in consistent future revenue streams for infrastructure companies, irrespective of overall economic conditions. We have a particular interest in the following sectors within our infrastructure vertical:

  • Environmental Services
  • Industrial Services
  • Inspection/Testing Services
  • Maintenance/Repair of Power and Energy Assets