Our objectives
SIMCo’s objective is to prudently manage its portfolios in order to offer our investors a better-than-expected return.
The investment opportunities we seek are where we have strong experience and a competitive advantage.
We look for excess investment returns for our investors by capitalising on opportunities that arise because of disequilibria from cyclical or structural changes in the price of risk, assessment of cash flows or regulation.
These market opportunities may result from actual or expected changes in market factors such as systemic risk, volatility, interest rates and inflation or they may be the result of externalities such as disintermediation, taxes, regulation and government intervention.
Our practical, hands-on experience enables SIMCo to source, analyse and structure investments effectively, ensuring optimal portfolio performance. Where required, we can also work out transactions efficiently, leveraging our sector knowledge to mitigate risks and enhance returns. This combination of breadth and depth of experience allows us to identify high-quality opportunities, deliver disciplined investment decisions, and maintain a strong track record of success for our investors.
How we deliver on our objectives:
Finding excess returns for our investors
We generate strong returns by finding opportunities that are overlooked or mispriced by the market. These include:
- jurisdictions or types of infrastructure that are under-banked;
- projects where the market is mispricing risk;
- structures not available from conventional lenders; and
- capturing the illiquidity premium of private debt.
Strong sector and sub-sector experience
We focus on investment opportunities where we have deep sector knowledge and a clear competitive advantage. Our directors bring extensive experience across a wide range of sectors, including transportation, digitalisation, conventional power and renewables, and an equally wide range of jurisdictions, including the US, almost every country in Europe, and a large swathe of Asia Pacific.
Solid track record based on experience and judgment
SIMCo seeks to deliver competitive investment returns through investment decisions based on a solid track record of managing investments and credit risk through many economic and market cycles. Although we use proprietary models in our research and analysis, final investment decisions and advice are always the result of judgment gained through years of experience.
