About us

Overview and Investment Strategy

Pantheon Infrastructure Plc aims to provide exposure to a global, diversified portfolio of high-quality, infrastructure assets. We will seek to build a portfolio of co-investments in infrastructure assets with strong defensive characteristics, typically benefitting from contracted cash flows, inflation protection and conservative leverage profiles.

Target assets will have strong environmental, social and governance (ESG) credentials, including companies and projects that can support the transition to a low-carbon economy, and the portfolio will span the digital infrastructure, power and utilities, transportation and logistics, renewables and social investments sub-sectors, with a focus on assets benefitting from secular tailwinds. The Company is targeting an annual NAV total return of 8-10% and a dividend yield of 4% once fully invested.

Investment strategy

The Company will invest in a diversified portfolio of assets and will specifically target investments in the following key infrastructure sub-sectors:

Digital

Data centres, fibre networks and towers

Power/utilities

Energy utilities, water and conventional power

Transport/logistics

Ports, rail & road and airports

Renewables/efficiency

Wind, solar, sustainable waste and smart infrastructure

Social

Social/PPP, education and healthcare

This is about finding opportunities where value can be created, not simply passively capturing an income stream

Richard Sem

Pantheon Partner

Pantheon profile

Pantheon Infrastructure Plc is managed by Pantheon, a global private markets firm that provides a range of investment solutions spanning private equity, infrastructure and real assets, real estate and private debt. Founded in 1982, the firm now has assets under management and advice of $88.0 billion (as of 30 June 2022) and a team of more than 130 investment professionals operating from offices in London, San Francisco, New York, Chicago, Hong Kong, Seoul, Bogotá, Tokyo, Dublin and Berlin.

1982

Pantheon founded

130+

investment professionals

$88.0 bn i

Assets under management and advice

Pantheon has been an active investor in global infrastructure markets since 1997 and launched a dedicated platform in 2009, which had $19.9bn in assets under management or advice as of 30 June 2022, including within flagship fund programs focused on secondary investing and co-investments. The firm has committed in excess of $15bn to more than 180 infrastructure and real assets transactions, alongside 50+ fund managers.
Pantheon website