Target Return Profile
13-16% Net IRR
Infrastructure
>20% Net IRR
Private equity
25% Net IRR
Growth
Dedicated investment approach:
- Focus on deep decarbonization with a priority on hard-to-abate sectors
- Invest across the continuum from growth transactions through buyouts to yielding infrastructure investments
- Global investor base across sovereigns, pensions, endowments, and asset managers
- Investment size from US$50mm to US$5+bn
- Patient, aligned capital providing liquidity options for co-investors
- Disciplined investors focused on key fundamentals and pre-identified upsides
- Thorough due diligence developed through industry expertise and experience
- Judicious use of financial leverage
- Leverage the proprietary pipeline and resources of Fortescue
- Active management applying an operational mindset and execution methodology to create value
- Commitment to responsible investing principles and climate justice
Investment Profile
Fortescue Capital seeks investments that offer early access to opportunities, sustainable long-term returns, superior risk-adjusted potential, and scalability. Critical factors include proven technologies, established demand, high barriers to entry, exceptional leadership, and the ability to create operational value.
Key investment attributes:
- Early mover access to opportunities
- Path to sustainable long-term, inflation-linked cash yield
- Superior risk adjusted return potential
- Narrow deviation of return outcomes
- Closed loop potential
- Opportunity to create value operationally
- Criticality: a fundamental need for the product/service or for the company to exist
- Scalability: the capacity to significantly expand market reach and/or applications
- Proven technology
- Established demand profile
- High barriers to entry
- Exceptional leadership