Infrastructure Investment Solutions

Benefit from owning infrastructure assets that are the backbone of society and essential to economic progress

Investment Focus

Renewable Power

The energy transition is expected to accelerate as countries and corporations seek to decarbonize and meet their emission reduction targets over the next 10 to 30 years

Water

Vital to society as drinking water as well as to industrial settings – rising global demand should lead to sustainable revenue growth for water utilities and water infrastructure solutions companies

Data & Communications

Tech companies continue to ramp up investments in data centres, which serve as the backbone for the cloud infrastructure. Wireless towers are required for the world's increasing data transmission needs

Transportation

Spending on traditional infrastructure, such as, bridges, toll roads, ports and airports is expected to grow and aging assets require modernization

Utlities

Energy consumption is growing with global economic growth and around the world - these essential services have little competition and high barriers to entry

Overview

Category:
Thematic Equity
# of Holdings:
25 - 35
Earliest Fund Inception:
2013
Management Style:
Active
Infrastructure Lead:
Robert F. Lauzon

Strategy Description

Middlefield’s infrastructure strategies are designed for investors seeking income and growth. Investors can access a well-diversified portfolio of long-life, in-demand infrastructure assets that sustainably provide essential services to society, such as power, water and data. Business sustainability considerations enhance fundamental analysis and are integral to investment decision-making. ESG conscious investors can align their values with their investments using Middlefield’s robust ESG screening process and approach.

Strategy Characteristics

Our Infrastructure Solutions Aim to Deliver Superior Returns Relative to their Investment Risk

01

Active Management

02

Essential Services

03

Little Competition

04

Stable Cash Flows

05

Inflation Protection

06

High Barriers to Entry

Invest With Us

Our funds can be bought through your brokerage account or financial advisor

Ways To Invest

Portfolio Managers

Our Infrastructure Sector Specialists

Headshot of Robert Lauzon
Robert F. Lauzon
Managing Director and Chief Investment Officer
Dennis da Silva
Senior Portfolio Manager

Frequently Asked Questions

Why should investors add Infrastructure investments to their portfolios?

Real assets, such as infrastructure, are becoming a higher priority for investors due to their long-duration cash flows, high barriers to entry and low competition

Why should I add Infrastructure investments to my portfolio right now?

Infrastructure assets generate high levels of resilient income that does not lose its purchasing power due to inflation-linked contracts. Certain areas of infrastructure, such as renewable energy, are receiving massive attention governments, corporations and consumers as economies  transition their power needs from two-thirds fossil fuels to two-thirds renewables.

Why buy Middlefield Infrastructure solutions?

  • Middlefield’s sustainable infrastructure strategies are designed for investors seeking income and growth
  • They provide investors access to a well-diversified portfolio of long life, in-demand infrastructure assets that sustainably provide essential services to society such as power, water and data
  • ESG conscious investors can align their values with their investments be purchasing Middlefield’s Sustainable Infrastructure Fund, which utilizes our robust ESG screening process and approach
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Get in Touch

Have questions about our Infrastructure solutions?

Whether you have specific fund inquiries or general questions, our team would be glad to help you.

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