Solar generation
Utility-scale and commercial solar with contracted offtake.
Renewable Infrastructure
Power generation, contracted for the long term.
We invest in and manage operating solar, wind, and battery storage assets — projects that sell their output under long-term agreements to utilities and large energy buyers. These are established, revenue-generating assets, not early-stage concepts, and our role is to own and operate them well over the course of their working lives.
A sector built on long-term contracts and physical assets.
Asset types
Operating assets we know well.
Wind power
Onshore wind with established performance history.
Battery storage
Grid-connected storage supporting renewable integration.
Why this sector
Predictability from long-term agreements.
Power generation projects operate under agreements that typically run for many years, giving the underlying business a level of predictability that's harder to find in other industries.
We favor operating assets with a track record over projects still in early development, because performance history tells us far more than a projection ever could.
Our approach
Our approach to this sector.
We evaluate each opportunity on the strength of its contracts, the quality of its counterparties, and the condition and performance history of the physical asset itself.
Once we've invested, our team stays closely involved — monitoring performance, working through maintenance and operational questions as they arise.
Outlook
A sector we expect to keep growing.
The shift toward renewable power generation continues across most major markets, driven by policy support, falling technology costs, and growing demand from large energy buyers looking to secure long-term supply.
View our infrastructure strategy →