We construct portfolios of active managers that deliver strong risk adjusted returns
Whitehelm Advisers would only recommend clients pursue excess returns (alpha) in asset classes where there is a clear and compelling rationale to do so.
Specifically, we will only recommend pursuing alpha where we are confident that we can construct a portfolio that is highly likely to generate attractive risk adjusted returns on an after fees basis. Otherwise, a passive approach that is much more cost effective would usually be recommended.
Our fundamental guiding principles for constructing portfolios of listed asset classes are as follows:
Our clients’ listed portfolios have performed exceptionally well in a wide variety of market conditions which is reflected in the strong performance of our clients relative to peers.
Alpha Trains is the largest private rolling stock lessor in the passenger and freight markets in Continental Europe, providing over €2.1 billion in rolling stock to both public and private operators. Alpha Trains’ locomotives division comprises Europe’s largest and most diversified fleet of almost 370 diesel and electric locomotives, while the passenger train division comprises 334 diesel and electric trains.
International Parking Group (IPG) is the owner and operator of hospital car parks across New South Wales and Queensland. IPG’s car park investments are generally delivered under a build, own, operate and transfer scheme, typically for concession periods ranging between 20 to 30 years.
SAREN Energy is a Nordic renewable and sustainable energy platform formed from the merger of two brownfield energy-from-waste heat generation plants in the south of Norway. The combined platform will deliver more than 300 GWh of steam and heat to a district heating network and local industries in the Nordics, as well as providing power directly to the grid. The platform processes c. 140,000 tonnes of waste, reducing landfill land and contributing to the circular economy of the region.
One of the world’s most experienced infrastructure managers & investment strategy advisers