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.
TDF is the market leader in the provision of TV and radio broadcast networks, telecom infrastructure solutions and digital terrestrial media platforms in France. The company has a portfolio of high quality real assets in key locations with the widest geographic coverage in France, which are critical to the reception of TV and radio channels, and to the functioning of mobile telephone networks.
Wireless Infrastructure Group (“WIG”) owns or has exclusive rights to wireless infrastructure assets across the UK, which it leases to Mobile Network Operators (“MNOs”). WIG is the UK’s largest independent pure-play Towerco with a 12-year track record of successfully expanding beyond towers into new wireless infrastructure assets.
Sustainable Energy Infrastructure (SEI) owns and manages a diversified portfolio of generation and compressed natural gas refuelling assets across Australia. The portfolio of assets includes over 70MW of cogeneration, biomass generation, biogas generation, CSM generation, and landfill generation facilities, as well as landfill flare facilities and compressed natural gas refuelling assets. The portfolio is underpinned by a range of long-term contracts, with the operations managed by a dedicated and multi-disciplinary team.
One of the world’s most experienced infrastructure managers & investment strategy advisers