LongCWENNov 2026
Clearway Energy, Inc.
The managers maintain a constructive view of Clearway despite a guidance cut triggered by lower renewable-power generation assumptions. They distinguish it from companies…
FP Foresight Global Real Infrastructure Fund
Actively managed global listed-infrastructure equity strategy investing in companies owning or operating critical assets with a net social or environmental benefit; targets returns above UK CPI plus 3% over rolling five-year periods.8 published ideas
FP Foresight Global Real Infrastructure Fund invests in listed owners and operators of essential infrastructure assets, including utilities, renewable power, transport and digital infrastructure. Its investment managers are Eric Bright, CFA, and Mark Brennan; the commentary is issued by Guinness Global Investors, a trading name of Guinness Asset Management Limited. The team emphasizes balance-sheet resilience, cash flows available for dividends and debt service, and fully funded capital expenditure.
Ideas from FP Foresight Global Real Infrastructure Fund
LongNPINov 2026
Northland Power Inc.
Northland Power’s battery-storage development execution is central to the fund’s investment thesis. Its Jurassic battery project in Alberta entered operation ahead of schedule…
LongFERNov 2026
Ferrovial N.V.
The fund initiated Ferrovial after a pullback made the valuation fair rather than full. Its scarce North American toll roads, including Toronto 407 ETR and US managed lanes…
LongGRENov 2026
Grenergy Renovables, S.A.
Grenergy is among the portfolio’s fastest-growing businesses, with a substantial solar photovoltaic and battery-storage development pipeline being built at pace. Although the…
LongUKWNov 2026
Greencoat UK Wind plc
Greencoat UK Wind is a core example of the fund’s preference for renewable assets that convert electricity production into cash flow. It was one of the strongest contributors…
LongTRIGNov 2026
The Renewables Infrastructure Group Limited
The Renewables Infrastructure Group contributed positively as it advanced asset disposals and continued repurchasing shares. Proceeds from the agreed Beatrice sale are intended…
LongTCLNov 2026
Transurban Group
The fund views Transurban’s agreement to purchase additional stakes in Sydney toll roads positively. It is increasing ownership of familiar, established roads with long…
LongEQIXNov 2026
Equinix, Inc.
Equinix acquired an approximately 34% interest in Nordic data-center operator atNorth, adding exposure to eight existing facilities and a significant development pipeline. Access…
Letters covered
- FP Foresight Global Real Infrastructure – Investment Commentary, October 2026November 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.