The SIMCo Story: Our Strategies, Our Specialism
In this episode of Infra A Penny, we turn the spotlight inwards to explore the SIMCo story: from the firm’s beginnings as a specialist infrastructure debt manager to the global investment platform it is today.
Host Leah Dean is joined by Dolf Kohnhorst, founding Partner and Head of Infrastructure, and Georgi Teofilov, Managing Director and Head of Credit, to discuss how SIMCo and its investment strategies have evolved over the past decade and a half.
They explore the launch and development of flagship fund SEQI, the expansion into new strategies and institutional mandates, and SIMCo’s recent partnerships. The conversation also goes behind the scenes of SIMCo’s investment process – from origination and credit analysis through to portfolio management – and considers what differentiates the firm in an increasingly established infrastructure debt market.
Finally, Dolf and Georgi look ahead to the next chapter for SIMCo and the opportunities they see for the firm and infrastructure credit more broadly.
Want to hear more on infrastructure and the credit market? Tune in to Infra A Penny, SIMCo’s podcast channel.
