Real Asset Focused
Long term investing in energy, infrastructure, and real assets requires doing things differently: shunning conventional wisdom, focusing on business fundamentals, and persevering yet remaining patient. It necessitates strategic thinking, planning, and a willingness to take risks.
Long Term
We emphasize capital
preservation and defensive
positioning to build
scalable platforms in
partnership with strong,
seasoned management teams.
We focus on the following
long term characteristics
when we invest in a company:
Strong fundamentals and cash flows
Compelling long term growth prospects
Scalable operations
Unrecognized value creation opportunities
Defensible market position
Investor Centered
Fostering deep, long lasting
investor relationships is
critical to value creation for investors.
We strive to create better investment performance and a better future by relentlessly engaging with our investors,
partners, and peers to create an open dialogue about responsible investing and we believe that this open dialogue
promotes transparency and progress.
Complex Investing
Our experience as principals
and as asset managers spans
market cycles and captures
every level of the capital
structure.
Our team provides deep
knowledge and numerous
industry relationships.
Bluescape tackles complexity
to create value by combining
thoughtful opportunity
identification,
best-in-class risk/reward
structuring, and rigorous
asset management. We
identify value in complex
investments that most
investors lack the
inclination, resources, or
ability to tackle.
Extensive Proprietary Network
Through demonstrated success
in both investing in and
operating businesses, our
team has built an industry
network and trust with
business partners in our
targeted sectors and across
a variety of industries.
We emphasize capital
preservation and defensive
positioning to build
scalable platforms in
partnership with strong,
seasoned management teams.
When structuring
investments, we often
collaborate with our
long term investment
partners to obtain
substantial control and
influence.
Thesis Driven
Our thesis driven strategies
are guided by the
identification and analysis
of disruptive forces,
demographic trends, and
market dislocations or
pockets of distress.
This enables us
to invest across market
cycles and sub-markets and
in both traditional and
niche asset classes. We
employ an opportunistic,
value driven style and a
flexible approach to
acquiring assets,
portfolios, and companies.