The infra elite Seven of the top 10 also formed the list last year, - - PowerPoint PPT Presentation

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Apr 21, 2023 213 likes •319 views

The infra elite Seven of the top 10 also formed the list last year, with Stonepeak, I Squared and Ardian joining the ranks The growth of the II 50 since expansion Top 50 at a glance 400 1-10 11-20 21-30 31-40 41-50 380 360 MIRA $55.53bn

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Seven of the top 10 also formed the list last year, with Stonepeak, I Squared and Ardian joining the ranks

Top 50 at a glance

MIRA Brookfield GIP KKR IFM Stonepeak I Squared First State Ardian Energy Capital Partners 10 20 30 40 50 60 $55.53bn $27.69bn $26bn $18.65bn $17.70bn $14.94bn $12bn $11.12bn $10.65bn $10.55bn

Funds raised ($bn)

1-10 11-20 21-30 31-40 41-50

The growth of the II 50 since expansion

The infra elite

140 160 180 200 220 240 260 280 300 320 340 360 380 400 II 30 2014 II 30 2015 2016 2017 2018

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MIRA now accounts for 14.4% of the entire ranking, and has amassed more than twice the $27.7 billion raised by Brookfield Asset Management, which sits at number two – no mean feat.

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MIRA has topped our rankings every year, although the total was significantly increased this year. Brookfield has been runner-up to MIRA in each of the past five years, with the gap rising for the second year running

The indefatigable force

Mind the gap The rise and rise of MIRA

5 10 15 20 25 30 35 40 3.5 7 10.5 14 17.5 21 24.5 28 2014 2015 2016 2017 2018

Funds raised by Brookfield ($bn) Gap to MIRA ($bn)

Funds raised by Brookfield ($bn) Gap to MIRA ($bn) 30 35 40 45 50 55 2014 2015 2016 2017 2018

funds raised ($bn)

MIRA

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Infra's risers and fallers

Infracapital

A rise from 37th to 19th after raising both its greenfield fund and third core fund

Sunvision Capital

The Chinese PPP investor powered up to 29th from 47th

Carlyle

The US major was propelled 17 spots after raising a series of energy funds

Meridiam

The French fund manager fell 15 spots to 37th after a seven-place rise last year

Equis

The Singaporean outfit dropped 14 places, although plans are under way for a new fundraising

Oaktree

A nine-spot fall came amid the dropping of its energy fund

5.5 5.0 4.5 4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 F2i Blackstone Greencoat Capital DWS Capital Dynamics Digital Colony Aviva Investors Basalt Infrastructure Partners 3i Group $5.04bn $5bn $3.84bn $3.49bn $3.30bn $3.30bn $2.33bn $2.11bn $1.98bn

Welcome to the club

WHO'S NEW? WHO'S GREW?

This year's edition brought nine new managers to the ranking, compared with seven in our 2017 version

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WHERE IN THE WORLD?

The US and UK account for just over half of manager origins, both in terms of funds raised and the number of managers

Europe North America Asia Oceania

The origins of capital Managers per continent

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Nine of the II 50 focus on a specific sector, boosted by the new additions of Greencoat, Capital Dynamics and Digital Colony

FINDING A NICHE

30 25 20 15 10 5 Energy Renewables only Digital PPPs

Funds raised ($bn)

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Digital Colony is in a unique position with its sole focus on the burgeoning data centre and telecoms market, but the growing number of renewables-dedicated managers hints at growing segmentation of the asset class. Expect future editions of this ranking to feature more single-sector managers.

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Bruno Alves Senior Editor Infrastructure Investor bruno.a@peimedia.com +44 207 167 2031

This report was compiled from data collected for PEI's Infrastructure Investor 50 supplement published in October 2018.

Zak Bentley Senior reporter Infrastructure Investor zak.b@peimedia.com +44 20 3862 7497 Design: Carmen Graham Patrick O'Donnell Production Editor Infrastructure Investor patrick.o@peimedia.com +44 20 566 5465