Infrastructure, Natural Capital and Transition
At Redwheel, we manage a range of global equity thematic strategies focused on infrastructure and environmental assets that underpin and sustain the global economy. Our approach combines investment in essential infrastructure and the energy transition with opportunities in natural capital, aiming to deliver strong risk-adjusted returns while addressing critical environmental challenges. These include decarbonising energy systems, enabling electrification, and supporting the preservation and resilience of natural ecosystems.
Infrastructure and Transition
Listed Infrastructure
Structural shifts driven by regulation, technological innovation, and the global energy transition are creating long-term growth opportunities across infrastructure sectors. Our listed infrastructure strategy invests in publicly traded companies across developed and emerging markets that provide essential services and assets supporting economic activity and societal development.
The opportunity set spans electric and gas utilities, transportation infrastructure and environmental services positioned to benefit from rising electricity demand, decarbonisation, and electrification trends.
Next Generation Power Infrastructure
Next Generation Power infrastructure focuses on listed owners and operators of low‑carbon power generation and electricity grids worldwide. It targets decarbonisation leaders and ancillary infrastructure that enable the energy transition, aiming to capture long-term growth from themes such as electrification, rising datacentre power demand and US onshoring.
Concentrated Global Transition
Built around the core themes shaping the global energy transition as regions face accelerating demand for power and increasing urgency for energy security. This strategy looks to invest in companies across multiple sectors leading the move into electrification, AI infrastructure, clean transportation, industrial and building efficiency, and the circular economy. It takes a rigorous approach to stock selection, with an emphasis on fundamentals, valuation discipline and exposure to themes with strong long-term demand.
Meet the infrastructure team
Matt is a Portfolio Manager at Redwheel, heading up Energy Transition strategies within predecessor firm Ecofin, which Redwheel acquired in October, 2024.
Jean-Hugues joined Ecofin in early 2008 and is the portfolio manager in charge of the Redwheel Ecofin Listed Infrastructure strategy.
Michel Sznajer is Portfolio Manager within the Ecofin investment team at Redwheel, where he leads the Ecofin Global Renewables strategies.
Max Slee joined Ecofin in 2010. Max is a portfolio manager for Ecofin’s Energy Transition strategies.
Temi is an Investment Analyst covering European Utilities and Infrastructure.
Latest insights
Discover how our Ecofin investment team argues that disruption in the Strait of Hormuz could be an energy shock with echoes of Fukushima, reshaping global power markets and energy security priorities.
Michel Sznajer, Portfolio Manager, Ecofin Global Renewables Infrastructure strategy, reflects on ten years of outperformance with a lower beta and the opportunities he sees ahead as electrification accelerates. He makes a compelling case that now is the time to gain explicit exposure to electricity amid a powerful structural tailwind from rising demand.
Listed utilities have outgrown their defensive, bond-proxy status. So how will the sector perform as rates transition? Read the latest research from the Redwheel Ecofin team.
Natural Capital
Natural capital – our investment approach
Our Natural Capital strategy seeks to deliver long-term capital growth by investing in global companies that contribute to the preservation and restoration of the planet’s natural resources. As ecosystems come under increasing pressure from pollution and resource depletion, despite remaining fundamental to economic and societal stability, we see a compelling opportunity in nature-positive solutions.
The strategy primarily invests in businesses that support environmental resilience while offering attractive return potential, building a diversified, multi-cap portfolio positioned to benefit from increasing support from regulators, governments and consumers for natural capital preservation.
Amanda O’Toole leads the Natural Capital strategy and collaborates closely with the Ecofin team on research coverage.
Meet the team
Amanda joined Redwheel in April 2023 as a Partner and Portfolio Manager.
Latest insights
How can investors build resilient portfolios optimised to capture the huge growth potential of the biodiversity transition? In the second part of her series on Biodiversity investing, Amanda O’Toole, Portfolio Manager, Redwheel Biodiversity strategy, moves from theory to practice. She explores real-world investment opportunities across four biodiversity themes - from ecosystem solution providers to circular economy pioneers - that are positioned to deliver growth and lasting impact.
Portfolio Manager, Amanda O'Toole discusses the new growth potential amidst the biodiversity transition. Discover how investors can navigate the complexities of natural capital to seize diverse investment opportunities while driving meaningful ecological impact.
There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for public equity markets to provide solutions that mitigate biodiversity loss compared to private markets. The Redwheel Biodiversity team believe that there is a role for both.
Our strategies
Listed Infrastructure
A strategy that primarily invests in equity and equity-related securities of utility and infrastructure companies in developed countries, with the objectives of achieving a high, secure dividend yield on its investment portfolio
Ecofin Global Utilities and Infrastructure Trust
A well-established investment company, investing in equity and equity-related securities of utility and infrastructure companies in developed countries, with the objectives of achieving a high, secure dividend yield on its investment.
Future Power Infrastructure
A strategy that aims to generate long-term total returns through investment in listed owners and operaors of low-carbon power generation and electricity grids worldwide.
Concentrated Global Transition
A focused mandate targeting the global themes shaping the energy transition.
Redwheel Next Generation Power Infrastructure Fund (ECOIX)
ECOIX invests in companies involved in renewable electricity technology plants and systems, and related infrastructure investments.
Natural Capital
A strategy with an aim to provide long-term capital growth by investing primarily in a portfolio of global companies acting to support the United Nations Sustainable Development Goals (“SDGs”), in particular natural capital and biodiversity by reducing or limiting negative impact of human’s activities on natural
capital.
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No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.