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, real assets and private credit. Founded in 1982, the firm now has discretionary assets under management of $62.3 billion (as of 30 September, 2023) and employs over 450 staff, including more than 125 investment professionals, across offices in London, San Francisco, New York, Chicago, Hong Kong, Seoul, Bogotá, Tokyo, Dublin, Berlin, Singapore, and a presence in Tel Aviv.

1982

Pantheon founded

125+

investment professionals

$62.3bn i

Discretionary assets under management

Pantheon has been an active investor in global infrastructure markets since 1997 and launched a dedicated platform in 2009, which had $20.4bn in discretionary assets under management as of 30 September 2023, including within flagship fund programs focused on secondary investing and co-investments. The firm has committed in excess of $19bn to more than 260 infrastructure and real assets transactions, alongside 50+ fund managers.
Pantheon website