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Professional Investor - Netherlands

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 Global Listed Infrastructure Strategy Overview

Listed Infrastructure Insights

Global Infrastructure Strategy

Driving change and taking profit from the energy transition

The transition to a more sustainable economy reveals the need for infrastructure adapted to future demands. Investing in carefully selected listed companies that operate these new roads, data centres and airports - to name a few - offers opportunities to capitalise on the sustainability transition. Data helps us to select future infrastructure leaders.

Learn more

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library
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.

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

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

Fully focused on your future

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