Arcus Infrastructure Partners LLP

Insight Investing

Our strategic approach starts with a thorough analysis of the long-term trends affecting our core European markets:

Decarbonisation

of the increase in total electricity generation by 2040 will be renewable

Decarbonisation driving transportation and heating energy sources

Source: 2018 IEA World Energy Outlook

Changing Demographics

of population will be non-working dependents by 2050

Demographic shifts impacting consumption, logistics and transportation

Source: Eurostat, Aug 2020

Data Explosion

expected increase in data generation by 2020

Ubiquitous connectivity driving disruption, efficiency and disintermediation

Source: IDC, 2019

to shape our strategy and define investment sectors - the infrastructure supporting the technology of tomorrow

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

Our investment strategy focuses on three carefully chosen sectors:

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

  • €100 – €250m equity

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

  • Significant influence and partnership approach.

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

  • Transitional assets
  • Roll-up strategies
  • Expansion & development opportunities

Focused asset selection

Our dedicated sector teams use our network of European offices and wider contacts to identify unique investment opportunities and angles in our chosen sectors.

We have a clear set of criteria through which we filter these opportunities to identify investments that sit within the Arcus sweetspot.

  • ESG initial screening and full due diligence.
  • ESG risk analysis and mitigation plans.
  • Third party independent expert consultants.

Insight investing

Our strategic approach starts with a thorough analysis of the long-term trends at play in our core European markets.

Active Asset Management

The Arcus asset management approach is founded on combining dedicated and experienced senior resources with a structured asset management framework and institutionalised, repeatable processes. Arcus has developed a bespoke Asset Management Framework that is systematically applied to all of our investments. It is a practical toolkit based on years of shared experience working with infrastructure businesses through economic cycles.

The Arcus Asset Management teams work in partnership with portfolio company management to add value to its investment.

Asset management framework
Shareholder
Leadership
Management
Excellence
Strategy
& Operations
Finance
& Reporting