Real Assets Capital Allocation: Real Estate and Infrastructure
Chris Hohn’s TCI made headlines last year by delivering record profits and building on the firm’s track record as one of the leading global capital allocators. TCI runs a concentrated portfolio, with a limited number of companies held for long time horizons. Out of the vast global opportunity set, Spanish airports group Aena made TCI’s shortlist, which it has now held for over a decade. The investment epitomises TCI’s philosophy of taking concentrated positions in high-quality companies over the long term, leveraging both sector expertise and an active approach to deliver sustainable alpha.
Read the full ‘Thought Leadership’ article at the link below
Supporting documents
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