Global Infrastructure Finance LLC

Among myriad fixed income instruments and strategies to consider, we offer the proven ability to capitalize on owning a concentrated portfolio of often misunderstood and mispriced, publicly traded bonds supporting infrastructure development across emerging markets. We focus on unique bonds that can produce equity-like returns with low correlation to US equities and US Treasury bonds.

A few of the benefits to investors:

• Immediate deployment into attractive infrastructure debt returns with no J curve
• Invest in an enduring growth strategy with regulatory tailwinds
• Capitalization on a diversified way to gain exposure to higher yielding, pan-emerging market, infrastructure debt
• Benefit from superior liquidity and timely, transparent valuation of holdings

Post pandemic, many emerging market countries have learned from past economic mistakes and have instituted responsible fiscal policies. Emerging market corporate issuers, in particular, have emerged from the global pandemic better capitalized with extended debt maturities and generally stronger interest coverage ratios than before 2020