Group Focus

 

GENN is a developer energy, transport, and logistics infrastructure projects worldwide — Infrastructure is the backbone of a country. Whether a company needs a larger data center or more bandwidth for Internet connectivity, infrastructure enables you to provide the resources needed to operate and grow.  

Key Figures

Mirova US

9

Billion USD
assets under management invested in listed equities

2

Analysts
in environmental, social and governance issues are the team of the Responsible Investment research

3

Portfolio Managers
Source: Mirova US LLC as of December 31, 2021

Addressing surging demand with innovation and expertise

EV POWER and PUMPS

This is a global marketplace that connects EV drivers to people looking for a quick, convenient and cost-effective way to charge their vehicles. GENN will partner with leading service providers to make charging stations ubiquitous and efficient.  The market value of EV pumps has been estimated to be around 2.8 billion dollars in 2021, expanding with a CAGR of 5.74% during the period 2020 to 2021.   The global charging station market is expected to reach USD 8.8 billion by 2024, at a CAGR of 14.1% between 2019 and 2024.

ENERGY MANAGEMENT

The energy management market is also driven by factors such as increasing demand for cloud computing, rise in trend of colocation facilities among others. Furthermore, growing need for efficient and cost-effective data centers has also contributed to the growth of the energy management market.  Energy management market is expected to grow from USD 30.19 billion in 2022 to $55 billion by 2035.  

COLD STORAGE

Annually, the cold storage market grows by $6 billion.  The cold storage market services real estate, transportation, food processing, and a wide range of tertiary storage and manufacturing requirements that require temperature-controlled facilities.  

DATA CENTER and IT BACKBONE

The need for new IT infrastructure is critical to data virtualization, mobility, and speed. The data center industry is one of the fastest growing industries. The rapid growth in cloud computing and other digital applications such as big data analytics, IoT, AI, and video streaming is expected to drive the demand for data center infrastructure in the near future.  The data center industry is worth over $40 billion and expected to reach $100 billion by 2035. 

Thematic funds and impact investing: the winning combination of our equity management

Mirova offers sustainable equity management applying both active investing and fundamental-based management focused on innovation and models able to provide business solutions for the UN Sustainable Development Goals (SDGs). Our investment strategy goes largely beyond the simple integration of ESG criteria, since we have chosen to put environmental and social impact at the heart of the definition of our investment universes. We have developed a range of impact-based thematic equity strategies, in line with our ambition to pursue both financial performance and sustainable growth. Each of these strategies targets a specific issue addressing it through the choice of investments, and also through the implementation and monitoring of impact indicators.

Our range of thematic equity strategies:

Private equity partnership with fund structures: Owner-operator, transactional and alternative finance strategies to reach development goals

The group has multiple tools to create solutions for infrastructure development.  In addition to working with infrastructure banks and quasi-governmental organizations, GENN has the tools to enable its partners to create fund structures to raise capital for single-purpose or multi-purpose strategies. The fund structure enables institutions, endowments, and other large organizations to invest in projects and seek liquidity via pre-arranged exit structures.  These strategies work well with tax refunds, long-term income agreements, and infrastructure with revenue growth opportunities. 

The key to infrastructure development is to create alliances with other committed organizations to similar projects.  With comity and mutual benefit, large capitalization requirements can be achieved.  Both governments and quasi-governments are welcoming and supporting new tools to finance infrastructure.  Broadened interest has made it timely to pursue alternative finance strategies.  Our goal is to work with the most progressive and ambitious companies in the world.  By providing finance expertise, we believe we can expedite these partnerships. 

Mirova offers active, conviction-based management based on the ability of our asset managers to identify business models that provide solutions to sustainable development challenges.

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