Investment Philosophy

Our investment philosophy focuses on constructing diversified portfolios of real assets and asset-based businesses across infrastructure, intangible assets, and natural resources. Our deep sector expertise and extensive industry relationships allow us to access investments that are unavailable to the broader market and actively manage those investments in an effort to generate current income and create enterprise value.

Strategy

• Identify long-term structural trends in the economy through deep research
• Build diversified portfolios of real assets and asset-based businesses to harness those trends
• Target cash-producing assets with highly visible demand
• Partner with best-in-class operators to actively manage assets, maximize cash flows and create enterprise value

Our Value Add

• Broad networks to access proprietary deal flow
• Demonstrated ability to add value through active management
• Repeatable investment process that seeks to deliver consistent outcomes for clients
• Differentiated universe of real assets to diversify clients’ existing portfolios
• Partnership with our clients, providing transparency and in-depth reporting

Extensive Reach

• Established platform with deep industry contacts since 2005
• Proprietary deal flow from portfolio companies in a non-competitive setting
• Industry contacts, portfolio company management teams, and Barings' broad footprint support deal sourcing globally