ATLAS INFRASTRUCTURE

ATLAS Infrastructure (Australia) Pty Ltd (ATLAS) is a specialist global listed infrastructure manager with offices in London and Sydney. The firm was launched in 2017 with the backing of Global Infrastructure Partners.

 

Our 12 person investment team is one of the largest dedicated listed infrastructure teams in the world and includes 5 Partners, 3 Principals, 3 Associates and an Analyst. The team is comprised of highly experienced infrastructure investors. The investment team is supported by a highly experienced trading, compliance and operations team.

Who is Global Infrastructure Partners?

 

Global Infrastructure Partners (GIP) is a leading global independent infrastructure fund manager that was founded in 2006. GIP has grown to be one of the world’s largest infrastructure investors targeting businesses and assets in the energy, transportation, water and waste sectors. GIP manages US$70.6 billion (as at 30 June 2020) in assets on behalf of its global investor base.

What makes ATLAS different?

 

Deep Infrastructure Experience – We have one of the largest investment research teams in the infrastructure industry. The team is led by sector specialists who bring many years of experience in their specific field, supported by a team from a range of different disciplines.

 

Emphasis on Climate Change – ATLAS has developed a detailed climate change policy framework which is embedded in each of its financial models.  This framework enables ATLAS to evaluate the impact of three climate change policy scenarios on each of its investments – Base Case, Fast Transition and Delayed Action.

 

To learn more about how we incorporate ESG into our investment process please click here for more information.

 

Truly Global Coverage – With offices in Sydney and London ATLAS is a globally oriented firm which brings together a team with deep expertise in a broad range of sectors and geographies. This breadth serves to reduce portfolio “home bias” and “familiarity bias”.

Structure & Alignment – ATLAS Partners and staff own a significant proportion of the firm’s equity, which facilitates alignment of the entire team with the overall objectives of the firm. Everything we do emphasizes the importance of a team approach.

 

Infrastructure Foundations – ATLAS is majority owned by GIP, one of the preeminent investors in private infrastructure. The firm’s objective is to bring to the listed market the same rigorous research and focus on cash flow analysis as a best-in-class private market investor.

Atlas linear logo large

Investment Philosophy & Process

 

The ATLAS investment process is centred around the fundamental analysis of corporate assets and cash flows, through rigorous research and company modelling, consistently applied across our investment universe.  This analysis enables us to make meaningful, high conviction investments supported by our own sector knowledge, company research and due diligence.

ATLAS values a collective approach to decision-making, drawing on the combined experience of its staff and reducing the scope for individual bias within the portfolio.

 

All investment ideas are subject to the same scrutiny and peer review process. Each member of our Investment Committee takes full ownership of every decision to buy or sell assets in the portfolio.

“All aspects of our business have been developed to facilitate an integrated and cohesive team structure. Everything from our research processes to our remuneration structures reinforce the primacy of the team over the individual.”

– Rod Chisholm, Partner.

Key investment professionals

Rod-2-SQ

Partners

 

Rod Chisholm – Partner, Sydney

Rod has over 20 years’ experience in the infrastructure and telecoms sectors. Prior to developing the ATLAS business, Rod worked for RARE Infrastructure for eight years as the Head of Tailored Portfolio Strategies. Whilst at RARE, Rod was a member of the Investment Committee which managed a tailored portfolio for the firm’s largest client. He was Head of Research from 2009 to 2012 and was responsible for the development and implementation of a range of systems and processes at the inception of the RARE business in 2006. Prior to this Rod was Head of pan-European fixed line networks and satellites research at HSBC in London.

David Bentley 2-SQ

David Bentley – Partner, London

David has over 18 years’ experience in the infrastructure sector. Prior to developing the ATLAS business, David worked with Rod Chisholm at RARE Infrastructure in Sydney for over two years. David previously worked at the Future Fund (Australian Government Sovereign Wealth Fund) as an Investment Manager in its Infrastructure team. As part of this role David oversaw the Future Fund’s investment in listed infrastructure and was responsible for managing a number of the Fund’s unlisted infrastructure assets and pooled funds. Prior to this David worked for Deutsche Bank and PwC in infrastructure, utilities and natural resources M&A.

ML-2-SQ

Matthew Lorback – Partner, Sydney

Matt has over 17 years’ experience in the infrastructure sector. Prior to joining ATLAS, Matt worked at Hastings Funds Management for more than ten years.  At Hastings, Matt was a member of the Investment Committee and served in a variety of roles including Portfolio Manager of TIF and the Airport Sector Lead in the asset management team. Matt represented investors on the boards of, among others, Perth Airport, Port of Newcastle, Queensland Airports Limited and North Queensland Airports. Prior to joining Hastings, Matt was a senior executive in KPMG’s corporate finance practice where he specialised in the valuation of infrastructure assets.

PH-2-SQ

Peter Hyde – Partner, London

Peter is a Partner of ATLAS, based in London. He brings 30 years’ experience in the infrastructure and transport sector. Prior to joining ATLAS, Peter was the CEO of EasyBus, the bus company associated with the EasyJet business. From 2010 to 2013 Peter was a Board Member and Head of Research at Liberum Capital, where he also researched pan-European transport stocks. Prior to joining Liberum, Peter was a Managing Director at Credit Suisse where he held a variety of roles including Research Analyst/Team Leader – European Transport, Co-Head of UK Corporate Broking, Member of the European Equities Management Committee and lead of the pan-European equities transport team. From 1986 to 1996 Peter was with Kleinwort Benson Securities where he was the lead utilities research analyst and Head of Research.

DM-2-SQ

David McGregor – Partner, Sydney

David has 11 years’ experience in the listed infrastructure securities sector. Before joining ATLAS, David worked for RARE Infrastructure where he was responsible for analysis of a range of infrastructure and utilities securities, all of which now form part of ATLAS’s investment universe. David previously worked for Macquarie Capital Securities as a Research Analyst in their Australian Infrastructure & Utilities team, which was ranked #1 by the Peter Lee survey for the years between 2012 and 2014, inclusive.

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

I have read the important information above and confirm that I am a Sophisticated Investor / Wholesale Client (as defined under the Corporations Act) and/or Investment Professional and that I wish to proceed.