Description
In this interview, QuotedData speaks with Bernardo Sottomayor and James Dawes from 3i Infrastructure (3IN) to explore the trust’s investment strategy, portfolio performance and outlook for the infrastructure sector.
The discussion examines how 3i Infrastructure targets long-term returns by investing in essential businesses with resilient cash flows and exposure to structural growth trends. They explain the trust’s active approach to managing portfolio companies, its use of debt and how it has historically delivered returns ahead of its target.
The conversation also covers the disposal of TCR, which generated almost £1bn in proceeds, the lessons learned from the write-off of German fibre business DNS and the acquisition of a Norwegian data centre with significant expansion potential. With growing demand for digital infrastructure and AI-related connectivity, the managers discuss future opportunities, the trust’s progressive dividend policy and the potential for its shares to return to trading at a premium to net asset value.
Watch the full interview to learn more about 3i Infrastructure’s investment approach, recent portfolio developments and long-term growth prospects.
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