Perspectives from the partners.

Inflation-linked offtake agreements and essential demand make energy-transition infrastructure a quiet anchor for patient capital.

Strong support from existing investors and four new institutions for our fourth flagship growth fund.

Smaller companies leave more room for genuine improvement, and less for financial engineering. Here is how we approach it.

Spreads are tightening, but the discipline that protects capital in a downturn has not changed.

The conversations that matter most happen months before the numbers do.

A plan imposed from the boardroom rarely survives contact with the business. Here is how we write ours together.