How do you define Core, Core+, and Opportunistic equity styles within the infraMetrics® universe?

Answer

We developed a risk-based definition for Core, Core+, and Opportunistic, designed to represent risk/return profiles of unlisted infrastructure companies within the infraMetrics® database.

  • The Core segment consists of companies whose expected returns are less than the median expected return of the entire universe.

  • The Core+ segment consists of companies whose expected return is greater than the median but less than the third quartile (75th percentile) of the expected return of the entire infraMetrics universe.

  • Opportunistic segment consists of companies with expected return greater than the third quartile (75th percentile) of the expected return in the entire EDHECinfra universe.