Foci Financial | Investment Strategy

Investment Strategy

The Foci Financial investment strategy aligns capital with opportunities that reshape energy markets and strengthen infrastructure networks.

We apply a disciplined framework to source, evaluate, and manage assets that deliver resilient returns while advancing essential systems.

Foci Infrastructure Fund I

Launched: 2023

Target Size: $700M

Focus:
Invests in major transportation networks, including highway expansions, metro systems, and logistics hubs, water and wastewater utilities, regional electricity grids, and smart city public works. Prioritizes projects with government backing and clear demand-driven growth, from toll roads to integrated utility ventures.

Objective:
Enhance operational efficiencies using proven management practices and technology upgrades. Negotiate long-term concession and service agreements to safeguard cash flow. Actively monitor and optimize asset utilization for higher revenue, while pursuing scalable regional platforms for future expansion.

Foci Energy Fund I

Launched: 2024

Target Size: $900M

Focus:
Invests in utility-scale wind and solar farms, battery energy storage, advanced biofuel production facilities, renewable natural gas operations, and carbon capture hubs. Targets assets that benefit from new regulatory incentives, national decarbonization mandates, and strong commercial off-take agreements. Supports energy transition efforts through innovative ownership and operating models. Supports energy transition efforts through innovative ownership and operating models.

Objective:
Accelerate deployment of low-carbon technologies and modernize legacy energy infrastructure. Maximize project efficiency and returns by leveraging site-specific data, active stakeholder engagement, and flexible capital deployment. Pursues aggregation of distributed assets to create market-leading portfolios, supporting sustainability targets while delivering attractive returns to investors.

Who Invests With Us

Foci Financial investors include:

[01]

Institutional Pension Funds

Institutional pension funds seeking stable, long-dated cash flows

[02]

Sovereign Wealth Funds

Sovereign wealth funds aiming to diversify into essential sectors

[03]

Family Offices

Family offices focused on legacy-oriented investments

[04]

Strategic Corporate Partners

Strategic corporate partners looking to co-develop projects

[05]

Impact Investors

Impact investors aligning capital with sustainability goals

Investment Philosophy

Foci Financial believes in active partnership and hands-on stewardship. By combining market research, affiliate insights, and rigorous analytics, we target assets with significant upside potential and clear value-creation paths. Our trusted local and industry-experienced partners lead on-the-ground development, ensuring every decision is guided by comprehensive scenario planning and financial modeling.

Investment Criteria

[01]

Projects with clear regulatory frameworks and government support

[02]

Proven management teams and reputable counterparties

[03]

Demonstrable demand fundamentals and revenue visibility

[04]

Defined pathways for operational enhancement and cost optimization

[05]

Strong alignment with environmental and social objectives

[06]

Targeted return thresholds commensurate with project risk profiles

Investment Process

Opportunity Sourcing

Foci Financial leverages industry networks and proprietary databases to identify high-quality projects. These relationships provide direct access to emerging opportunities and valuable market insights that traditional sources may overlook.

Preliminary Screening

Rapid assessment of infrastructure and energy investment opportunities against fund objectives and criteria to identify the most promising projects. This approach sharpens our ability to evaluate deal flow quickly and accurately, drawing on the expertise of our network to ensure assessments are grounded in real-world context.

Due Diligence

In-depth technical, financial, and legal review including ESG appraisal.

Structuring & Approval

Custom deal structuring with governance oversight and affiliate collaboration.

Execution

Capital deployment with clear milestones and performance targets. These alliances deliver operational support and ensure best practices are tailored to the local environment for each venture.

Active Management

Ongoing engagement to optimize operations, revenue streams, and risk mitigation.

Exit Planning

Structured exit or refinancing strategies designed to maximize realized returns.

Risk Model

Foci Financial’s proprietary risk model integrates quantitative stress testing, scenario analysis, and qualitative assessments. It evaluates market volatility, operational dependencies, regulatory changes, and ESG factors to inform robust decision-making and preserve capital integrity.