Global renewable energy assets represent one of the fastest-growing infrastructure sub-sector, worth approx. $500 billion (in 2019) and can offer bond-like stability. Renewable energy assets can provide a long-term stream of stable cash flows with low correlation to the long-term macroeconomic environment.
Invests directly in high-quality, utility-scale clean energy assets in North America and Europe.
Investment focus is on opportunities with long-term contracted revenues. Projects include solar, wind, biomass, conventional gas generation and waste gas-fueled power generation.
The portfolio includes 7.3 GWdc of gross power generation across more than 100 projects and $6.5 billion of AUM/tax equity1, making Capital Dynamics one of the largest specialised energy investment managers globally2.
Broad exposure to power markets across geographies and technologies, including approximately 5,639MW of solar, 658MW of wind and 992MW of biogas and CCGT, and 2GWh of storage.
Capital Dynamics’ scale positions it as a market leader, resulting in distinct cost and sourcing advantages.
This strategy complements a core infrastructure holding within a portfolio.
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