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What is the outlook for investment companies within the listed infrastructure space? In Deutsche Numis’ recent webinar, Samuel Murphy, Tod Davis and colette ord from our investment companies team gave an update on this sector, explaining why they are feeling optimistic on its outlook. The team then took a deeper dive into the sub-sectors, including core, renewable generation and transition, as well as looking at mid-market/core plus strategies. They highlighted notable price moves and shared their fund recommendations, before concluding the webinar with a lively Q&A. For more insights from this webinar, click here: https://lnkd.in/eiYDw3DQ #InvestmentCompanies #InfrastructureSector

In this Green Dream episode, James Smith, head of the Global Renewables trust at Premier Miton Investors, discusses the UK government’s plans for energy investment and his trust’s investment strategy https://lnkd.in/dgc_UyUv #InvestmentStrategy #Investmentmanagement #RenewableEnergy

Challenger Energy Group Plc (AIM:CEG, OTC:BSHPF) CEO Eytan Uliel joins Proactive's Stephen Gunnion with details of a £1.5 million strategic investment from Charleston Energy Partners, a New York-based fund connected to a family office since 2005 and involved in energy investments since 2016. Uliel highlighted Charleston's understanding of Challenger Energy’s operations and strategy. The funds are intended to support immediate working capital needs and enable progress on a new block in Uruguay, even before a major deal with Chevron is finalized. This Chevron partnership, pending approval by Uruguayan regulators, promises a £12.5 million influx that will sustain Challenger Energy’s operations for an extended period. Uliel said Charleston Energy’s contribution extends beyond financial investment; it brings industry-specific knowledge and a commitment as long-term investors. Additionally, Robert... Watch at #Proactive #ProactiveInvestors http://ow.ly/lEYE105pSsk

We are thrilled to announce the successful raise of more than $10 billion in aggregate capital commitments, inclusive of co-investment, across Quantum’s private equity, structured capital, and private credit platforms. This successful raise will advance our mission to provide affordable, reliable, abundant, and environmentally sustainable energy to meet the world’s growing energy needs. We are grateful to our existing and new investors, whose confidence in our strategy and firm continue to be a testament to the strength of our 26-year investment track record and history of partnering with innovative companies in the energy sector. Read more about our latest milestone here: https://lnkd.in/esj25RaA #EnergyInvestors #PrivateEquity #Energy

Congratulations to Quantum Capital Group on their remarkable $10B fund raise and also to EnCap Investments L.P. on their remarkable $6B fund raise! In a time when many generalist private equity firms retreated from their energy investments during the 2019-2020 downturn, EnCap and Quantum stood firm, demonstrating unwavering commitment and foresight. Their perseverance through the market's cyclical challenges has led to best-in-class returns during the upcycle. Kudos to their management teams for showcasing that success in the oil and gas sector is built on grit, strategic acumen, and the courage to stay the course. Their portfolio companies are fortunate to have partners who truly understand the industry's dynamics and are dedicated to long-term growth. EnCap and Quantum have proven that with the right approach, energy investments remain a compelling opportunity, even as the industry evolves amidst ESG and energy transition discussions. #EnergyInvestment #PrivateEquity #OilAndGas #EnCapInvestments #QuantumEnergyPartners #Resilience #MarketCycles #InvestmentSuccess #EnergySector #StrategicLeadership

Check out the latest post in Akin's The Road Ahead for Private Equity series, focused on energy transition investment opportunities. #AkinEnergy #AkinPE

Are you looking to upgrade your real estate fund from Article 6 to Article 8 under the EU’s SFDR? In this new article in Renewables Investor, Kamahn Lee-Barron, CFA, Designated Person for Investment Management at TMF Group, outlines the factors you should consider. Read the full piece and align your real estate investments with SFDR to promote a more sustainable future: https://lnkd.in/dS3aXhTn #SFDR #realestate #RenewablesInvestor

The energy transition posts a tremendous opportunity for private equity investors. The scale of the investment requirement makes private capital a “must have” and a broad spectrum of energy transition opportunities, particularly in “hard to abate” solutions, where direct electrification does not provide an efficient solution, offer a risk and return profile well suited to private equity fund expectations, with significant value enhancement and upside potential. Energy transition investments do, however, present novel or enhanced risks that will need to be well understood and carefully managed to ensure that they facilitate and do not hamper successful return generation and a timely exit. Click here to learn more: https://bit.ly/3JaUCGg Authored by: Shariff Barakat, Jesse Betts, Ike Emehelu, Jessica Hammons, Alex Harrison, Matt Kapinos, Shaun Lascelles, Simon Rootsey, David Sewell, Becky Fielding #AkinPE #PrivateEquity #EnergyTransition

Are you looking to upgrade your real estate fund from Article 6 to Article 8 under the EU’s SFDR? In this new article in Renewables Investor, Kamahn Lee-Barron, Designated Person for Investment Management at TMF Group, outlines the factors you should consider. Read the full piece and align your real estate investments with SFDR to promote a more sustainable future: https://lnkd.in/dHnUyfDQ #SFDR #realestate #RenewablesInvestor

What’s Foresight Solar’s investment case? It’s no secret that renewable infrastructure investment trusts had a difficult 2023. Rising interest rates led to a sector-wide de-rating, and growth has been stifled by persistent discounts. With the backing and active asset management of Foresight Group, we have not only continued to excel operationally but delivered on everything we promised investors: 💰 Increased the target dividend for 2024 by 6.0% to 8.00 pence per share, distributing a total of £296m and delivering more than 30% growth since IPO 💲 Returned £32 million of capital to shareholders via the allocated £40 million share buyback programme, the largest and most consistent in the sub-sector 💷 Paid down £40 million of the RCF from free cash flow, reaching the targeted £75 million undrawn balance and minimising interest rate exposure 📈 Highlighted Foresight Solar’s income and growth model, growing the proprietary development pipeline and laying the foundations for the fund’s future The goal of all these initiatives was to protect shareholders’ interests and demonstrate the board’s confidence in the fund’s operations, as well as its trust in the valuations. That’s also why directors unanimously recommend investors vote against discontinuation at the upcoming June annual general meeting. Alex Ohlsson Chris Ambler Ann Markey Monique O'Keefe Lynn Cleary #TotalShareholderReturn #IncomeAndGrowth #SolarPower