Morrison & Co have significant experience and investments in developed markets infrastructure including the current extensive development of renewable energy in Australasia, North America and China

Sector focus and platform opportunities

Our investment decisions are supported by research and high-conviction beliefs in long-term trends that bridge business cycles. Examples of trends underlying our current portfolio of assets across include global decarbonisation, increase in the ageing population, growth in data and related infrastructure, and the increase in social infrastructure requirements. Our sectors of expertise and current focus include:

 

Renewable Energy

Morrison & Co has extensive experience in large scale renewable energy development, project delivery and ongoing asset management and is active in the sector for a number of clients across a range of geographies. Current focus areas include Australasian wind and solar development and asset management Tilt Renewables, North American renewables development Longroad Energy and Chinese wind and solar development JIDA Capital

 

Transportation

Morrison & Co has a longstanding record of investment across the transportation sector, including ports, airports, public transport and freight transport. In addition to managing material airport assets today, Morrison & Co remains closely attuned to changing transportation trends, the role technology may play in shaping transport services, and the implications and opportunities these could create for infrastructure investors.

 

Essential Eldercare Services

We believe private capital will play an increasingly important role as developed market economies around the world grapple with their ageing populations. Specific areas of focus for Morrison & Co include the development and management of retirement accommodation, the provision of care, and the opportunities for other services tailored to an ageing demographic.

 

Data infrastructure

Morrison & Co is conscious of the increasing connectivity of the digital world we inhabit today, and the changing nature of infrastructure required to support it. Our interest in data infrastructure spans a range of sectors, including data centres, telecommunications networks and technology platforms that underpin efficient markets.

 

Social infrastructure

Morrison & Co believes there is a significant role for private capital to play in the delivery of social infrastructure. Private capital can bring innovative solutions and value for money to public procurement processes and ongoing asset management, or deliver outstanding customer experiences in both public and user pays environments. Morrison & Co's focus areas within social infrastructure includes education, health, student accommodation and social housing, transportation and justice.

 

Sector and Investment Case Studies

A selection of current and previous investments

Trustpower and Tilt Renewables

Wellington Airport

Z Energy

Infratil Energy Australia

Public Infrastructure Partners Fund