Upper Bay Infrastructure Partners

Investment Strategy

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:

- Real assets that provide essential services for the economy and community - High barriers to entry and monopolistic qualities based on contractual terms or regulatory regime and/or location - Predictable, long term cash flow underpinned by contracts or regulatory regime - Provide both current return and capital appreciation potential
- High margins and cash distributions with lower volatility - Inflation protection - Creditworthy counterparties - Minimal exposure to commodity price volatility - Limited operating and technology risk - Multiple exit opportunities
© Upper Bay Infrastructure Partners