Infrastructure is an asset class with attractive characteristics such as low correlation to broader economic cycles, strong capital preservation and inflation protection. However, different infrastructure assets have different underlying risk profiles. The level of inflation protection is dependent on different drivers of inflation such as pricing power, indexation, tariffs and replacement value considerations.
Lilja Capital has considerable in-house expertise in this sector.
Philipp Graf spent 14 years at Macquarie, a global financial services group with a strong focus on infrastructure, where he led teams and infrastructure related businesses.
An infrastructure banker by background, Clemente Ortolani worked at UBS for 12 years, including as a Director in the Transport & Infrastructure Group where he covered infrastructure funds, infrastructure operators and PPP/ PFI concessionaires.