Atlas Infrastructure Partners (uk) LTD.
ATLAS Infrastructure Partners (UK) Ltd. is a specialist fund management firm headquartered in Reading, Berkshire, UK. Founded in 2017, it focuses on global listed infrastructure investments, managing a small but expert team of professionals. ATLAS Infrastructure Partners operates as part of a partnership with Global Infrastructure Partners, delivering detailed sector coverage and bespoke solutions for institutional investors.
Investment Strategy
ATLAS Infrastructure invests exclusively in listed infrastructure, with a philosophy centered on rigorous analysis of long-term cash flows from infrastructure assets. Their approach mirrors that of private infrastructure investors, emphasizing stability, inflation-adjusted returns, regulatory analysis, long-duration revenue contracts, and attention to climate-related risks. They tailor their strategies for institutional clients and focus on high-conviction, stable portfolio management designed for both resilience and performance.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EXC | EXELON CORP | 18.56% | $260.7M | 6,003,808 | $43.32 | $43.42 | -$6.4M |
P PNW | PINNACLE WEST CAP CORP | 18.24% | $256.1M | 2,862,950 | $89.18 | $89.47 | -$9.9M |
E ED | CONSOLIDATED EDISON INC | 17.22% | $241.8M | 2,409,288 | $110.12 | $100.35 | -$12.4M |
P POR | PORTLAND GEN ELEC CO | 15.79% | $221.8M | 5,459,258 | $44.45 | $40.63 | +$25.5M |
E EIX | EDISON INTL | 15.74% | $221.1M | 4,285,080 | $62.31 | $51.60 | -$37.9M |