Investment Strategy
Asia Infrastructure is under-invested
Asia represents close to 60% of world population and 37% of global economy. About 40% of Fortune 500 companies are headquartered in Asia. However, only 9% of private infrastructure capital is invested in Asia.
Next Generation Infrastructure
Seraya believes that Infrastructure is a product of engineering and technology. Infrastructure is not merely a financial product. To truly appreciate infrastructure, one needs to understand how engineering and technology evolves over time. Technology breakthroughs have historically underpin the evolution of infrastructure. Building Next Generation infrastructure is the key to unlocking attractive and differentiated returns.
Company Builders
To invest in Next Generation infrastructure, we need new companies. Seraya partners with outstanding entrepreneurs, owners, and investors to build companies. Our companies are designed to be future-proof and take advantange of new technologies such as artificial intelligence. We create companies that have defensive business models with contracted cash flow and are resilient to inflation and macro risks. They must be positioned to be ahead of compeititon, to be future sector champions in the fastest growing markets.
Valuing Human Capital
Financial capital alone is not a competitive advantage. Human capital, outstanding business leaders and entrepreneurs, is a long-term competitive advantage. We value talent and work tirelessly to recruit talent, develop them, and ensure long-term alignment of interests. Creating a strong positive work culture where integrity, meritocracy, transparency, and innovation are valued is extremely important to us. Our hands-on approach to work closely with management ensure that we can react swiftly to opportunities and mitigate risks.
Protecting our Home
Earth is our home and has finite resources. Protecting earth for next generation is our common goal. Our companies set out to reduce greenhouse emission and drive towards net-zero goals. We aim to protect, restore, and manage biodiversity and conserve natural resources. To protect our habitat and climate, we invest in strategies such as renewable energy, recycling, and sustainable social infrastructure.