Infrastructure

Investing in the
essential.

We pursue infrastructure assets and operating platforms that support how economies move, connect, compute and grow.

First American
Monily Funds

Investment philosophy

Infrastructure is becoming more connected—and more consequential.

Power systems, data infrastructure, logistics networks and essential services increasingly operate as interdependent systems. We seek assets with durable demand, practical barriers to entry and identifiable opportunities for operational or strategic enhancement.

Our investment lens

What we look for.

01Essentiality

Demand with purpose

Assets that support critical economic activity or everyday services across market cycles.

02Protection

Resilient economics

Contractual, regulated or structurally advantaged cash flows with thoughtful downside protection.

03Transformation

Build for transition

Opportunities created by electrification, digitisation, supply-chain redesign and compute demand.

Capabilities

A focused set of strategies.

Mandates are evaluated case by case and remain subject to market conditions, investment criteria and applicable legal or regulatory requirements.

Energy & Power

Generation, grid, storage and enabling infrastructure supporting changing energy systems.

Digital Infrastructure

Data centres, fibre, connectivity and the physical architecture of compute.

Transportation & Logistics

Assets and platforms that support the movement of goods and people.

Essential Services

Specialised networks and service infrastructure with durable, recurring demand.

“The most attractive infrastructure often sits where essential demand meets a structural transition.”

First American Monily Funds · Investment perspective

Investing in theessential.