Aleric Capital targets real assets that generate strong cash flows, demonstrate structural resilience and benefit from long-term economic trends.
Our investment strategy is built on three pillars: high-quality real estate in growth markets, renewable energy and infrastructure projects with contracted revenue streams and selective opportunities in energy where fundamentals are compelling.
We pursue investments where our sectoral expertise, operational capabilities and network provide a distinct advantage in sourcing, structuring and executing complex transactions.
The Renewable Infrastructure Fund invests in large-scale renewable energy projects and critical infrastructure assets across Europe and select international markets. The fund targets wind farms, solar installations, grid modernisation projects and transport infrastructure delivered through public-private partnerships. The portfolio includes both operational assets generating immediate cash flow and late-stage development projects positioned for near-term completion.
The Residential Growth Fund focuses on high-quality housing developments in markets experiencing demographic growth, urbanisation and housing supply constraints. The fund invests in both build-to-sell residential projects and build-to-hold rental developments, prioritising assets with strong location fundamentals, experienced development partners and clear demand drivers. Portfolio holdings span mid-market and premium residential segments across major European cities and emerging urban centres.
The Energy Opportunities Fund represents Aleric Capital’s strategic expansion into a broader energy mandate. This fund is designed for investors seeking diversified energy exposure with a disciplined, return-focused approach.
Investment Philosophy
Aleric Capital believes that superior returns are generated through deep sector knowledge, comprehensive due diligence and disciplined capital allocation.
We do not pursue every opportunity, rather, we pursue the right opportunities. Our investment philosophy prioritises quality over quantity, structural advantage over market timing and long-term value creation over short-term gains. We invest exclusively where we have expertise, where our network provides access and where our analytical framework identifies asymmetric risk-return profiles. This approach has consistently delivered strong performance while managing downside risk.
Every potential investment is evaluated against a comprehensive set of financial, technical and strategic criteria that ensure alignment with our return objectives and risk parameters.
We target superior risk-adjusted returns for development assets and stable, inflation-linked yields for operational assets with contracted cash flows. All investments must demonstrate appropriate risk-adjusted returns that compensate for construction risk, regulatory risk and market risk.
Investment opportunities must feature proven technology, experienced operators, strong physical condition and clear maintenance records. We conduct thorough technical assessments to verify asset integrity and operational capability.
We prioritise investments supported by structural demand drivers, limited supply constraints and a favourable regulatory environment. Market fundamentals must support long-term value creation and competitive positioning.
Preferred investments include long-term contracts with creditworthy counterparties and inflation escalation clauses that provide cash flow visibility and protection against inflationary pressures.
Each investment must offer multiple potential exit routes, including trade sales, secondary market transactions and refinancing options, ensuring flexibility and optimal value realisation.
We invest alongside experienced co-investors and capable management teams with aligned incentive structures, ensuring operational excellence and strategic alignment throughout the investment lifecycle.
Investment Process
Our investment process is structured to ensure thorough evaluation, efficient decision-making and disciplined execution.
Risk Management
Aleric Capital employs a multi-layered risk management framework designed to identify, assess and mitigate investment risks across the portfolio.
01.
Portfolio construction limits exposure to any single asset, sector or geography, reducing concentration risk and enhancing resilience.
02.
All investments are modelled under multiple scenarios, including downside cases, to verify acceptable performance under adverse conditions.
03.
Active asset management, regular site visits and direct engagement with operating partners confirm performance tracking and early identification of issues.
04.
Investment structures include protective covenants, cash flow waterfalls, step-in rights and security packages that safeguard investor capital.
05.
All investments comply with applicable regulations, environmental standards and industry best practices. Legal counsel is engaged for all material transactions.
06.
Fund structures maintain appropriate liquidity reserves to manage capital calls, operational expenses and unforeseen circumstances without forcing asset sales.