Value-add knowledge hub
Strategy overview, trends and case studies
InfraRed’s first value-add investment was made over 20 years ago. Since then, we have invested across multiple regions, with a particular focus on Europe and North America. The strategy remains central to our offering today.
As we seek to deliver attractive risk-adjusted returns for our investors, we have developed what we believe is a differentiated approach. We specialise in identifying compelling early-stage opportunities in critical mid-market infrastructure, creating and scaling up investments attractive to a large universe of potential buyers at the time of exit.
On this page, we share our insights and analysis, drawing on this experience and expertise.
Value-add principles
Today, value-add strategies play an essential role in investors’ portfolio construction as they address a convergence of requirements. They provide a way for investors to deploy meaningful capital into decarbonisation and digitalisation opportunities and to seek to generate higher returns.
However, value-add strategies are among the most nuanced due to the broad underlying opportunity set and variations in approach between managers. In this paper, our team sets out the fundamentals, covering the building blocks, growth levers, and risk-return profile.
Please click the button to request the paper.
Our value-add strategy targets three areas: energy transition & circular economy, digital infrastructure, and transport & logistics, each underpinned by major trends such as digitalisation and decarbonisation.
We regularly publish insights across the sectors that we target and on other topical subjects. Our latest insight is:
The Return Dispersion Paradox: Why Value-Add defies expectations
For further value-add related insights, please see the list below.
Statera Energy
Nexspace
Hullo Ferries
Merkur
Contact us
Our dedicated Value-add team is available to address any questions on the strategy. We would be delighted to support you.
