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Professional Investor - Netherlands
Beursgenoteerd infrastructuur Van Lanschot Kempen

Listed Infrastructure

Capitalizing on the sustainability transition with a high conviction portfolio


We aim to generate attractive total returns over the longer term by investing in a high- conviction portfolio of listed infrastructure companies.


In our view, long-term trends around digitisation, urbanisation and the transition to a sustainable economy are accelerating the need for new infrastructure – for example, new airports, toll roads, data centres, pipelines and grids. We believe investing in select, listed companies operating these infrastructure assets can offer:
  • opportunities to capitalise on the sustainability transition;
  • an above-average income profile and lower volatility, relative to other equities, with the potential for additional capital growth; and
  • defensive characteristics in higher-inflation environments.


Our experienced team follows a disciplined process combining quantitative and qualitative capabilities designed to:
  • identify listed infrastructure companies with attractive risk-return and diversification characteristics – including ESG potential on a forward-looking basis – with the use of data for building better conviction;
  • optimise valuation entry and exit points through developed, data-rich modelling; and
  • construct portfolios based on aggregate currency weightings intended to neutralise macro factors, while focussing fully on stock-specific analysis and investing.

Learn more about our Global Listed Infrastructure Strategy.
Download the strategy overview


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28 November 2023 | Infrastructure

Driving Change in the US Utilities Sector

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26 October 2023 | Infrastructure

Investment Update – global listed infrastructure

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January 2023 | Infrastructure

Infrastructure: video update

Fund library

You can invest in one or more of our strategies by investing in related funds or through a tailor-made mandate with our specialists. For more sustainability-related information, please refer to the sustainability-related information section of the fund library. You can also visit the fund library to find detailed information on our funds.
Go to fund library

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Our listed infrastructure team

Jags Walia Van Lanschot Kempen

Jags Walia

Head of Infrastructure

Todor Ristov Van Lanschot Kempen

Todor Ristov

Portfolio Manager

Ludovico Cappelli Van Lanschot Kempen

Ludovico Cappelli

Portfolio Manager

Lampros Smailis

Portfolio Manager

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at Octagon Point, 5 Cheapside, London EC2V 6AA Tel: +44 (0)20 3636 9400. Authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.

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