Investment Themes
Divit Finance focuses on infrastructure sub‑sectors supported by durable demand, regulatory tailwinds, and long‑term secular trends such as decarbonization and digitalization.
- Renewable power, storage, and grid‑modernization projects.
- Digital infrastructure including data centers, fiber, and wireless towers.
- Transportation assets such as ports, rail, and logistics corridors.
- Regulated and contracted utilities with inflation‑linked revenues.
Structuring & Returns
We invest across the capital structure, from senior secured debt to hybrid and equity positions, depending on the specific risk‑return profile of each asset.
- Long‑dated, contracted cash flows with high visibility.
- Inflation‑linked revenue mechanisms where possible.
- Partnerships with experienced operators and developers.
- Disciplined underwriting to conservative terminal value assumptions.
Risk Management
Protecting capital is central to our infrastructure approach, particularly given the long duration of many projects.
- Detailed technical, regulatory, and counterparty due diligence.
- Robust contractual frameworks and covenant packages.
- Active monitoring of operating performance and maintenance.
- Scenario analysis around commodity prices, usage, and regulation.
Role in Portfolios
Essential infrastructure can provide stable, long‑term cash yields with low correlation to traditional equities and fixed income. For many clients, this allocation anchors the real assets and income‑oriented portion of their portfolios.
By focusing on high‑quality counterparties and resilient demand drivers, we aim to deliver attractive, risk‑adjusted returns through different economic environments.