Pinnacle Investment Management Group Limited · ASX:PNI
Pinnacle Investment Management — Palisade Summit July 2025
12 slides from Pinnacle Investment Management's conference presentation, July 2025
Slide 1: Private infrastructure - A key driver of uncorrelated alpha
Private infrastructure - A key driver of uncorrelated alpha
Slide 2: Generational sector tailwinds
Generational sector tailwinds Key investment thematics driving alpha over the next decade Energy Care Data Transition Economy
Slide 3: Energy transition tailwinds
Energy transition tailwinds Material step-up in renewable capacity installations required creating a ~$15bn p.a. investment opportunity MW INSTALLED P.A. 7,000 2.9GW installed p.a. historically ~6.3GW installed p.a. required to meet Net Zero by 2050 objectiv es 6,000 5,000 4,000 3,000 2,000 1,000 -
Slide 4: Case study: Intera Renewables
Case study: Intera Renewables One of the largest operating renewables platforms in Australia 1.2GW portfolio of Diversified across Targeting an 4 wind farms, 1 Over 95% of locations additional 3GW by solar farm and 1 capacity contracted technology and 2030 BESS generation profiles Ross River Solar F
Slide 5: Digital infrastructure tailwinds
Digital infrastructure tailwinds Exponential growth of data creation requires significant investment in data centres, fibre networks and renewable energy Forecasted Annual Cloud & AI Revenues (US$bn)1 U.S. Operating vs. Planned Capacity2 250 24.8 GW 200 150 16.8 GW 100 50 0 2020 2021 2022 2023 2024
Slide 6: Care economy tailwinds
Care economy tailwinds Australia is in the midst of a housing crisis, which is directly affecting the most vulnerable • Housing affordability is at its lowest levels in 30 years • 122,000 Australians experience homelessness on any given night with 15% being children • Every hour 3,000 Australians fa
Slide 7: Mid-market infrastructure tailwinds
Mid-market infrastructure tailwinds In addition to sector tailwinds, certain macro themes will drive significant opportunity in the mid-market Regional population Consolidation of growth Asset recycling capital
Slide 8: Case study: Sunshine Coast airport
Case study: Sunshine Coast airport Fastest growing Australian airport with significant tailwinds Fastest Transaction Catchment New 2.45km growing 1.63m pax in completion of 400,000 runway airport in FY25 2017 people completed Australia
Slide 9: The role of unlisted infrastructure in client portfolios
The role of unlisted infrastructure in client portfolios Over the last 10 years, Palisade has generated a 9.7% net return for investors, including 5.3% yield1 Lower volatility than other asset classes Low correlation to traditional asset classes Inflation-linked cash flows 24,000 22,000 20,000 18,00
Slide 10: Palisade's Feeder Infrastructure Trust
Palisade’s Feeder Infrastructure Trust Access to Palisade’s infrastructure Immediate access to diversified investment capability portfolio Palisade is a leading mid-market An investment in PFIT will provide access to infrastructure and real assets manager with Palisade’s Diversified Infrastructure F
Slide 11: Disclaimers
Disclaimers Palisade Investment Partners Limited is a Corporate Authorised Representative (No. 312944) of Pinnacle Investment Management Limited, an Australian Financial Services Licensee (No. 322140). The information in this report is for general information only and has not been prepared for any s
Slide 12: Disclaimers (ratings agencies)
Disclaimers (ratings agencies) Zenith Disclaimer The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (Palisade’s Feeder Infrastructure Trust (WHT1117AU) assigned December 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001
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