Our Investment Philosophy
Wren House is a growing platform, seeking to build a high quality and diversified portfolio of direct infrastructure investments in OECD countries, with the aim of delivering attractive and resilient long-term returns
Wren House is an active infrastructure investor with a differentiated mandate. We are backed by a single, committed, respected and well-capitalised investor. This single-investor backing allows us to take a longer-term and more flexible approach to investing.
We believe the megatrends shaping our societies and economies offer companies and their shareholders the opportunity to invest in capital at attractive returns to develop, transition or modernise critical infrastructure.
Those megatrends inform our thematic investment approach across Energy Transition, Natural Systems, Community, Mobility and Digital verticals. Our research is organised around these investment themes, and the identification of outstanding partners and management teams to execute on them.
We believe in partnership and alignment between our team, our co-investors, and our management teams. We work closely with these partners to bring a differentiated, innovative investment approach and to drive value creation through active asset management.
Our Thematic Investment Approach
Community Infrastructure
Driven by (i) an ageing population; (ii) improving access and quality of healthcare and education; and (iii) growth in urbanisation
Digital Infrastructure
Driven by growth in consumption of data and investment required in infrastructure to store and transport data
Energy Transition
Driven by significant investment needed to transition to sustainable energy use and mitigate climate change
Mobility
Driven by the increasing need for investment in ensuring sustainable transport of goods and people
Natural Systems
Driven by the increasing drive for a more sustainable future and the investments required to decrease our ecological footprint
