GCP Infrastructure Investments: Gravis on UK infrastructure, 8% yield & hidden portfolio value

How does GCP Infrastructure Investments generate resilient income in today's market?

Philip Kent, lead adviser to GCP Infrastructure Investments (LSE:GCP) at Gravis Capital Management, joins Proactive to explain the company's strategy of investing in UK infrastructure debt backed by long-term public sector-supported revenues.

He discusses how diversification across 47 infrastructure investments helps manage risk, why inflation-linked cash flows remain attractive, and how the portfolio has maintained a resilient NAV through changing market conditions. Kent also outlines the company's capital allocation strategy, including asset sales above NAV, share buybacks, and the opportunities emerging from the UK's decarbonisation, energy security and infrastructure investment themes.

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