The focus in on assets which are hard to replicate and have low risk of technological disruption
3i Infrastructure (3IN) 320p Market Cap: £2.94 billion Discount to NAV: 15% In our view 3i Infrastructure (3IN) is a unique vehicle in the infrastructure sector which gives investors access to a diversified portfolio of private sector infrastructure businesses positioned to benefit from four megatrends. These include the energy transition, digitalisation, demographic change and renewing vital infrastructure. The group has decades of experience operating in the UK and European...