Investing in a better world
Long-term investors in assets, technologies and services that make the planet a better place
Strategy principles
Our core aim is to create a diverse, ever-growing and steady source of income for our investors. Cegoinver has 6 cores principles that all investments must fulfill to be part of our investment universe:
Growing cash flows generation that, at least, match inflation at any given moment of the cycle
Stable and predictable income, preferably either regulated or long-term contracted
Assets highly isolated of potential technological disruptions
Growing cash flows generation that, at least, match inflation at any given moment of the cycle
Stable and predictable income, preferably either regulated or long-term contracted
Assets highly isolated of potential technological disruptions
Areas of expertise
At Cegoinver we take investing as a social responsibility. We aim to create long-term sustained and sustainable wealth for our shareholders, through sensible, ethical investments in proven industries with responsible management.
Technology
Technology sits in the core of our business as one of the main drivers of revenue and growth. Our approach is quite different than most investment firms. We invest only in consolidated companies, with natural monopolistics or semi-monopolist businesses and long-term business prospects which are hard to replicate.
Web-based business services, Information technologies tools and distribution platforms are some of the key areas that will generate a growing positive cash flow in the coming decades for its shareholders and are some of the areas where Cegoinver invest leveraging 20 years of experience in these segments.
Additionally, Cegoinver invests in businesses committed in the creation of jobs where it operates and whose ESG practices meet the most demanding standards.
Sustainable Energy
We invest in the next generation of sustainable energy infraestructures all around the world. Our portfolio consists of a power contracted or regulated asset base under long-term, inflation-linked contracts.
The energy revolution and need to decarbonize our economy to meet the Paris Agreements is creating a very long term tailwind for all sorts of renewable energies and infrastructure to electrify our societies. It is forecasted that until 2050, it will require 11 Trillion dollars in investments and the creation of 40 million new jobs.
Some of the assets and infrastructures needed are Solar Energy, CHP, On-shore Wind and Off-shore Wind, Hydroelectric, TSO, DSO and energy storage solutions such Pump Hydro and industrial-scale batteries, which are our targets as investors.
Infrastructures
Covering a wide range of activities such as water, sanitation, freight, airports, railroads, roads, passengers and data, infrastructure are fundamental for a well-functioning, modern society and is central to economic development and to quality of life.
It is estimated global infrastructure investment needs to be $94 trillion between 2016 and 2040. However, the infrastructure sector sits at a collision point of global disruptions, including shifts in capital availability, evolving social and environmental priorities, and rapid urbanization. And precisely there where private investors like Cegoinver can help to efficiently assign capital helping to close the gap between countries, governments and private enterprises.
Real Estate
Real Estate has been one of the historically most reliable and effective assets to invest in. Generating not only inflation protection and reliable cash flows but also significant capital appreciation.
However, due to technology, selections of the type of assets matter today more than ever before. At Cegoinver we selected logistics and warehousing, Industrial, triple net lease and data centers as areas of interest.
Together with our partners we seek to generate superior returns with a conservative approach to debt by leveraging leasing, financing, development, design and construction, and property and facilities management capabilities. We create very long-term contract with, mostly, inflation-adjusted terms minimizing volatility.
