Investments in infrastructure have witnessed significant growth and estimates for global infrastructure investments are averaging more than a trillion (in USD terms). Spending on infrastructure has also intensified given its key role in stimulating demand in post-recessive economies. From an investor’s perspective, the last decade resulted in the acceptance of infrastructure as an asset class in itself, thanks to its unique risk-return characteristics - especially its relative lack of correlation to economic events and visibility of inflation-adjusted cash flows. The demand for infrastructure investments far outstrips the supply and therefore the real challenge for infrastructure players, investors and other stakeholders is in finding the right opportunities, at the right time.

At ValueNotes, we believe in the multiplier effect of infrastructure on the larger economy and it is against this background that we research energy, utilities, transport, logistics telecommunications and social infrastructure (healthcare, aged care, correctional facilities, etc). Our vast experience and strong domain competence across all these sectors positions us well to offer infrastructure-related research services. Specific services include:

• Investment research support for fund managers / PE / VCs focused on both listed and un-listed infrastructure
• Writing investment notes on infrastructure related themes
• Monitoring transactions (investments, PE deals, M&A) in the infrastructure sector
• Financial modeling and maintenance, for scalable and actionable investment analysis
• Investment appraisals
• Investment due diligence