HICL Infrastructure Company

Overview

HICL Infrastructure Company is a prominent British investment firm established in 2006, focusing on core infrastructure assets that provide stable, inflation-linked cash flows. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. Its diversified portfolio includes over 100 essential public assets across sectors such as transport, utilities, social infrastructure, and communications, primarily located in the United Kingdom, with additional investments in Australia, North America, and Europe. The company's investment strategy emphasizes active management and selective rotation of assets to deliver resilient, long-term income and capital growth. HICL targets assets with strong social foundations, including healthcare and education, as well as those that support the transition to a low-carbon economy. The firm seeks investments with stable revenues, lower operational complexity, and monopolistic characteristics, ensuring essential services with high barriers to entry. HICL's approach has led to a strong track record of total return outperformance against the FTSE All-Share Index since its IPO in 2006. The company's portfolio is managed by InfraRed Capital Partners, a specialist investment manager with 25 years of sector experience and a global footprint. HICL's commitment to delivering value to shareholders is demonstrated through strategic asset disposals and an expansion of its buyback program, enhancing shareholder returns and showcasing the inherent value of its investment portfolio.

Investment Focus

• Stable revenues
• Lower operational complexity
• Monopolistic characteristics
• High barriers to entry
• Essential services with social license to operate