Cordiant is an experienced global mission-critical infrastructure and real assets manager. Cordiant invests where global demand is rising, with regional differences, and supply chains must scale regionally, requiring long-term capital to fund physical expansion. We focus on providing capital solutions to scalable mid-market operating platforms, centred on core infrastructure assets in Europe, North America and select global markets to ensure the long-term benefits of these critical assets are attained.
We seek to provide our investors with attractive, risk-adjusted returns across investment cycles. Cordiant has been partner-owned and partner-run since the firm’s relaunch in 2016, and we have exceeded mandated investment targets for our clients on all funds since.
We focus on mission-critical infrastructure and real assets. The essential physical and operational platforms that underpin the functioning, stability, and resiliency of core economic systems undergoing regional and global expansionary phases. Prioritising knowledge, insight and the ability to invest across the capital structure, we follow a ‘Build and Grow’ investment philosophy, deploying control-oriented capital to scale infrastructure and real assets.
Drawing on decades of operating and investing experience, we target sectors that are not simply mature infrastructure, but mission-critical platforms entering expansionary phases, including digital infrastructure, energy transition infrastructure, and agriculture value chain. These are sectors which combine defensive downside protection (“capital preservation”) with growth-oriented operational value creation levers (“income + capital gains”), providing sustainable and uncorrelated long-term returns for investors.
With a mix of managed, sector-specific & diversified funds, Cordiant offers value-add, core+ and core strategies in private equity and direct lending. We seek to provide our investors with investment opportunities that complement portfolios, deliver attractive risk-adjusted returns and grant access to access to asset classes tied to long-term global growth.
Sector-Focused Approach
Cordiant operates at the intersection of global capacity expansion, sectoral transformation, and real economy capex cycles. We focus on select sectors globally which require enormous long-term capital expenditure, particularly in the mid-market, to fund physical expansion to meet global demands – driven by supply/demand imbalances, policy-led transformation mandates, security of supply priorities (food, energy, connectivity), technological modernisation and platform scale requirements.
We focus on providing tailored growth capital solutions to mid-market platforms, actively investing to scale promising operating businesses underpinned by core infrastructure assets. Our teams are able to provide flexible structuring, allowing us to deploy meaningfully in both equity and credit solutions, optimising capital structures for growth.
Our teams are intentionally designed with strong industry expertise, and substantial financial experience. By combining deep operational knowledge with private capital experience, we take a hands-on approach to actively support and manage our portfolio companies. This strategic alignment allows us to meaningfully scale platforms in our sectors of focus for the long-term and deliver attractive returns while contributing to broader societal goals.
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Strong Client Focus
Cordiant offers specialised, mission-critical infrastructure and real assets private equity and direct lending funds. Our range of strategies provides institutional investors an array of diversified and complementary LP positions and a source of differentiated return generation. With strong in-house deal origination, we are able to offer clients ample co-investment opportunities within our strategy capabilities. Upon request, we can provide multi-sector SMAs and bespoke tailored investment solutions tailored to the specific needs of institutional investors.
With senior executives from industry and seasoned investors, we are well positioned to access proprietary or privileged investment opportunities. Our approach offers investors a compelling, differentiated source of risk-adjusted returns within these sectors combining capital preservation and growth opportunity.
Cordiant manages funds with committed capital of approximately USD 3.1 billion on behalf of institutional clients, including large insurance companies, pension plans and family offices in Europe and North America.
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Investing Responsibly
Responsible investing is at the core of our mission. As an early signatory of the UN PRI (Principles for Responsible Investment) and a founding signatory of the Operating Principles for Impact Management, we recognise that our actions must support the promotion of long-term sustainability. This forms a central pillar of our investment strategy, as we believe that integrating responsible investment principles enhances risk management and unlocks value creation opportunities, all while addressing the needs of our environment, communities and stakeholders.
Within our investments, we strive to promote constructive sustainable practices to ensure the benefits of our investee companies, and each sector can be delivered responsibly.
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Rethinking Commodity Diversification: Beyond Correlations and Linear Metrics
Conventional investment practice sees commodities as portfolio diversifiers and/or inflation hedges. Yet we believe that there are at least two key issuing undermining this view, financialisation and the overreliance on liner statistics in portfolio construction. Thiago Gil proposes a different angle to consider the commodity-diversification puzzle. In his latest article, he examines these two issues and highlights the importance of identifying the core goal for investing in commodities to enable the use of right analytical tools before committing capital.
Blurred Lines: Infrastructure, Real Estate, and the Rise of Hybrid Assets
The lines between traditional infrastructure and real estate are increasingly blurred. Driven by digital transformation, sectors are evolving and becoming more interconnected, making standalone assets harder to classify and challenging long-held assumptions about risk and return. This shift is most evident in the rise of data centres as a hybrid asset class. In his article, Haig Bezian uses data centres to illustrate this convergence, highlight remaining distinctions, and examine the resulting impact on capital markets.
Celebrating Nature Stewardship in Agriculture
Earlier this month, our ESG Senior Associate, Melissa Paris St-Amour, visited our portfolio company Yarabamba and witnessed firsthand how they’re transforming nature stewardship into action. Through an inspiring partnership with a local conservation hero, today Yarabamba its planting its one millionth trees – restoring ecosystems while building resilient agricultural practices.