Upper Bay pursues investments diversified across the infrastructure industry with an emphasis on a balanced portfolio construction that is designed to benefit from a basket of stable and mature infrastructure investments as well as growth-oriented platform investments that stand to profit from powerful macroeconomic tailwinds. In order to achieve what Upper Bay believes to be the most attractive risk-adjusted returns across the infrastructure industry, the firm combines a “top-down” approach to identify sector themes with a “bottom-up” philosophy to prioritize exclusive opportunities with successful operators and developers. Upper Bay's assets will typically exhibit the following infrastructure qualities: