Semperian Capital Management

Overview

Semperian Capital Management is a UK-based infrastructure investment firm specializing in public-private partnership (PPP) projects. The firm manages a diversified portfolio of mature PPP concession-based investments, focusing on sectors such as healthcare, education, transportation, and energy. Semperian's investments are characterized by high current yields, long-dated risk-adjusted returns, and inflation-correlated revenue streams, providing investors with stable and predictable income streams. The firm's investment strategy emphasizes capital preservation and risk management, aiming to deliver attractive returns with limited correlation to economic cycles or public markets. Semperian's portfolio includes 97 assets, primarily in the United Kingdom and Ireland, encompassing a diverse range of infrastructure projects. The company's management team is dedicated to maintaining and enhancing asset value throughout each project's lifecycle, ensuring efficient procurement and financing processes. Semperian Capital Management was established in 2007 and has since built a strong track record in the infrastructure investment sector. The firm's commitment to responsible capital investment and industry-leading infrastructure management reflects its dedication to delivering positive social and environmental impacts through its investments. Semperian's approach combines financial expertise with a focus on sustainable and impactful infrastructure development, aiming to provide essential public services to local communities while achieving favorable returns for its investors.

Investment Focus

• High current yielding assets
• Long-dated risk-adjusted returns
• Inflation-correlated revenue streams
• High-quality counterparties
• Diversity of sectors, operators, and funders
• Limited correlation to economic cycles
• Low-cost and aligned management

Portfolio Companies