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CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
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Infrastructure: Capital for the Assets Society Relies On

We provide strategic capital and expertise to infrastructure opportunities. Our funds don't just invest; we partner to build lasting value.

What is Infrastructure Investing?

This involves capital allocation to essential physical structures and systems. These assets are often critical public goods, such as transportation, energy, and communication networks, and are characterized by high barriers to entry and inelastic demand.

Our Fund in Action

Our flagship fund takes a global approach, targeting core infrastructure:

A Global Infrastructure Fund

Investing in a diversified portfolio of essential assets, including international airports, toll road networks, and renewable energy utilities.

Ideal For

Pension funds, insurance companies, and other long-term investors looking for predictable, inflation-linked income with low correlation to traditional business cycles.

Risk Level

Low

Key Benefits

Predictable cash flows

Essential services demand

Inflation-linked returns

Low market correlation

Historical Performance

Past performance does not guarantee future results. Returns shown are net of fees.

5-Year Return

39.1%

Cumulative

Volatility

5.7%

Annual Standard Deviation

Sharpe Ratio

1.72

Risk-Adjusted Return

Annual Returns

2019
+7.4%
2020
+6.2%
2021
+8.9%
2022
+5.1%
2023
+7.8%

Disclaimer: Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Performance figures are hypothetical and for illustrative purposes only.

Fund Documents & Resources

Download our comprehensive fund materials and performance reports

Infrastructure Fund Overview

PDF2.1 MB

Global Infrastructure Assets

PDF3.5 MB

Quarterly Distribution Report

PDF1.2 MB

Note: Some documents may require investor accreditation verification. Please contact our investor relations team at investors@bellator.com for access.

Ready to Learn More About Infrastructure?

Schedule a consultation with our investment team to discuss how this strategy can fit into your portfolio.

Bellator Family Office | Wealth Management & Private Investment