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Beursgenoteerd infrastructuur Van Lanschot Kempen

Listed Infrastructure

High- conviction portfolio of listed infrastructure companies


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.

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.

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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

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