Investing with
CC&L Infrastructure

Access to strategies committed to delivering
strong and stable performance

Southwest Calgary Ring Road, Alberta, Canada

Investing in private market infrastructure can be a highly effective means
of generating stable cashflow and long-term capital growth.

 

Infrastructure as an alternative asset class generally encompasses investment in the facilities, services, and installations considered essential to the functioning and economic productivity of a society. Infrastructure investments typically share a combination of key characteristics that offer an attractive value proposition to clients.

 

We provide clients the opportunity to access strategies to build robust portfolios of high-quality infrastructure assets that deliver both attractive returns and valuable diversification.

Key characteristics:

  • Provision of a critical or essential good or service
  • Long duration assets
  • High barriers to entry
  • Regulated, contracted, or protected revenues
  • Stable and predictable cashflows, often including inflation linkages

Value proposition:

  • Distinct asset class with attractive risk/return profile
  • Strong diversification benefits within a portfolio – low correlation, cyclicality, and volatility
  • Ability to generate strong returns from a combination of income and capital appreciation

We currently offer two actively managed mid-market infrastructure investment strategies:

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CC&L Infrastructure Strategy

The CC&L Infrastructure Strategy invests in a variety of infrastructure assets, including energy and energy transition, transportation, water, environmental, digital, social, and other infrastructure. It is primarily focused on construction and operating stage projects located in North America. With more than a decade of demonstrated track record, this strategy provides direct access to a well-established portfolio of high-quality infrastructure assets while also benefiting from the addition of new acquisitions.

Current investments reflect long-duration infrastructure projects that generally have relatively stable and contracted or otherwise protected cashflows. The portfolio is diversified by asset type, location, project stage, and counterparty. This strategy generally intends to hold investments for the full duration of the asset or contract life, with the ability to evaluate potential exits on an opportunistic basis when appropriate.

CC&L Energy Transition Strategy

The CC&L Energy Transition Strategy seeks to build a portfolio of critical energy transition infrastructure assets that support the global energy sector’s phase out of conventional fossil fuels while increasing renewable energy sources. It will target investments primarily located in North America and has the ability to acquire projects at various stages, from development through to operations.

This strategy is a natural extension of CC&L Infrastructure’s business, building on more than 15 years of experience developing, constructing, and operating over 1.5 GW of renewable power projects. It is focused on investments in clean energy projects, sustainable solutions, and enabling infrastructure as well as the decarbonization of existing infrastructure assets and businesses that are transitioning away from carbon-intensive business models. The strategy generally expects to monetize investments upon the realization of the energy transition thesis but will maintain the flexibility to hold assets for long durations or exit earlier on an opportunistic basis when appropriate.

Each of our strategies benefits from the experience of our in-house investment and asset management teams who ensure rigorous and disciplined due diligence over new investments as well as hands-on oversight of existing projects. Together, these teams are focused on optimizing operations, mitigating risk, and maximizing value over the long term.

Investing alongside
our clients

We strongly believe in the benefits of infrastructure investing. That’s why we deploy a significant amount of our own capital alongside our clients. It demonstrates our commitment to the assets we acquire and our portfolio’s long-term performance.

Our principal mindset creates an important alignment of interest and is the foundation of everything we do. From how we invest, to how we actively manage our assets and our people – it’s part of our culture.

Whether you are an institutional or individual investor,
we have investment options to meet your needs.

Institutional Investors

We work with a variety of institutional investors to understand their specific needs and provide access to our infrastructure projects. When individual investments are of significant size and value, we may also provide direct co-investment opportunities.

Our current clients include public and private pension funds, life insurance companies, financial institutions, foundations, and endowments, among others.

Institutional Investors

Individual Investors

We offer high-net-worth investors the ability to invest through CC&L Private Capital, providing access to an attractive asset class that has historically been available only to larger institutions.

For investors who do not require their capital in the short term, infrastructure can be a relatively safe and low-risk way to generate income and long-term growth. Infrastructure investments have the added benefit of acting as a buffer from economic turbulence in an investment portfolio.

Individual Investors

In the news

Decorative.

CC&L Infrastructure releases first Responsible Investment report

Our inaugural Responsible Investment report reflects our commitment to sustainable infrastructure investments and reports on the initiatives we’ve taken across our portfolio.

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Image of wind turbine

CC&L Infrastructure exceeds 1.8 GW of clean energy capacity with closing of Alberta wind farm investment

CC&L Infrastructure is pleased to announce that it has completed its previously announced acquisition of an 80% equity interest in the Sharp Hills wind farm, from EDP Renewables Canada Ltd., a subsidiary of EDP Renewables, a leading global renewable energy producer.

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Image of wind turbine

CC&L Infrastructure to expand renewable energy portfolio with investment in 297 megawatt Alberta wind farm

CC&L Infrastructure is pleased to announce that it has entered into an agreement to acquire a majority stake in the Sharp Hills wind farm from EDP Renewables Canada Ltd., a subsidiary of EDP Renewables for an estimated Enterprise Value of approximately C$0.6 billion for an 80% stake and inclusive of investment tax credits.

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Supporting Canadian Blood Services and enhancing community impact through partnership

The CC&L Foundation is pleased to announce a contribution to Canadian Blood Services, exemplifying our commitment to community and creating a […]

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Aerial view of Wind River Hydro project

Indigenous Participation in Infrastructure Projects

Gain insights into the pivotal role Indigenous communities can play in elevating investment inclusivity and project sustainability. Authored by Peter Muldowney in AFOA Canada’s JAM Journal.

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Insights

Managing behavioural pitfalls

October 12, 2023 | Connor, Clark & Lunn Financial Group

Behavioural biases can lead to ineffective committee meetings and outcomes, read on to learn how to manage these pitfalls.

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A green and yellow motorized rickshaw zips through the streets of Delhi, India.

The Case for Emerging Markets

February 16, 2023 | Connor, Clark & Lunn Financial Group

Since the World Bank’s International Finance Corporation first coined the term emerging markets in 1981, the characteristics and composition of the markets have evolved significantly.

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Blocks showing transition from year 2022 to 2023

2022 Year in Review – Fallout from risk desensitization

January 12, 2023 | Connor, Clark & Lunn Financial Group

The market turbulence experienced over the last several years culminated with a major downturn for both public equities and fixed income in 2022. However, the journey along the way did provide useful insights and lessons, particularly from the experiences during the height of the pandemic in 2020. This article considers the extent to which investors heeded the warning signs, or whether they were desensitized to the ensuing risks.

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A newspaper with the headline Changes coming in 2023

Changes to Charitable Spending

December 6, 2022 | Connor, Clark & Lunn Financial Group

So far calendar year 2022 has been a challenging period for investors. Both equities and fixed investments have delivered negative […]

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Stressed businessman feeling desperate on crisis stock market, investment concept.

The Duration Trap

May 26, 2022 | Connor, Clark & Lunn Financial Group

Investors with a total return objective have historically been served well by the fixed income component of portfolios, such as a portfolio benchmarked to the FTSE Canada Universe Bond Index (the Universe Bond Index), which has delivered a reliable return experience and valuable diversification to more volatile equity investments.

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For additional information on Connor, Clark & Lunn Infrastructure Ltd., please contact:

Kaitlin Blainey

Managing Director

 Tel: 1 (416) 216-8047

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

 Tel: 1 (416) 364-5396

Catherine Dorazio

Managing Director,
Business Development

 Tel: 1 (604) 643-5829

Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.

Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.

The Connor, Clark & Lunn Infrastructure Ltd. (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.

The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.

Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.

CC&L Infrastructure
March 18th, 2022

Ready to invest with us? Let’s talk.