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EHI Climate Infrastructure Fund
Strategic investments in climate infrastructure delivering predictable, long-term returns.
Fund Overview
Fund Structure
EHI Climate Infrastructure Fund I deploys institutional capital into operating climate and energy transition infrastructure. We emphasize contracted revenue streams and operational optimization to deliver stable, infrastructure-grade cash flow profiles.
Target Fund Parameters
Investment Strategy Framework
The fund targets operating infrastructure assets within climate and energy transition sectors, emphasizing downside protection through revenue visibility and established operational platforms.
Contracted & Regulated Revenue
We prioritize assets with stable, predictable, contracted, or regulated revenue mechanisms.
Operational Excellence & Value
We target experienced management teams and seek opportunities for operational value creation.
Downside Protection
Our strategy emphasizes strong revenue visibility and limited development or speculative risks.
Target Investment Sectors
Sector selection emphasizes infrastructure economics, targeting investments with predictable cash flow, operational track records, and revenue mechanisms supporting infrastructure return profiles.
1
Distributed Energy & Storage
Behind-the-meter and front-of-meter energy storage platforms serve grid reliability and capacity needs. Target investments are operational storage portfolios with capacity contracts, frequency regulation services, and commercial industrial partnerships, ensuring revenue visibility through capacity payments or commercial agreements.
2
Grid Services & Flexibility Assets
Infrastructure supporting grid modernization and reliability, including demand response platforms and virtual power plant aggregators with established commercial relationships. These assets generate recurring service fees, capacity payments, and performance-based contracts with utilities or grid operators.
3
Industrial Decarbonization Infrastructure
Operating platforms provide essential decarbonization services to industrial customers, such as waste heat recovery and industrial energy efficiency infrastructure with long-term service contracts. We focus on assets with investment-grade counterparties or creditworthy industrial customers under multi-year agreements.
Revenue & Cash Flow Characteristics
Investment underwriting prioritizes revenue visibility and cash flow predictability through contracted revenue mechanisms, supporting infrastructure return profiles and mitigating risk.
Contracted Revenue Focus
Target: 70-85% of total revenues
  • Long-term offtake agreements (10-20 years)
  • Capacity payments & availability-based contracts
Inflation Protection Mechanisms
Emphasize inflation adjustment provisions
  • CPI-linked escalation clauses
  • Pass-through for operating costs
Merchant Exposure Limits
Maximum: 15-30% merchant exposure
  • Hedging strategies for commodity prices
  • Geographic & market diversification
Cash Yield Orientation
Target: 7-9% cash yield range
  • Quarterly distribution framework
  • Limited reinvestment in mature assets
Value Creation Approach
We focus on execution-driven value creation through operational improvements, platform expansion, and disciplined capital allocation, rather than relying solely on market appreciation.
1
Operational Optimization
Systematically identify and implement operational improvements across portfolio companies, focusing on performance optimization and cost structure rationalization. Plans include specific operational KPIs with quarterly monitoring.
2
Platform Expansion
Drive organic growth by leveraging existing infrastructure platforms, customer relationships, and operational capabilities. This involves disciplined incremental capital deployment with consistent risk-return profiles.
3
Selective Tuck-In M&A
Pursue strategic tuck-in acquisitions that complement existing platforms, offering operational synergies and revenue enhancement. Criteria prioritize operating assets with clear revenue visibility and robust integration risk assessments.
4
Balance Sheet Optimization
Optimize capital structure through strategic management of leverage levels, refinancing, and hedging strategies. We maintain conservative leverage parameters, targeting 50-65% LTV at the asset level.
Risk Management & Governance Framework
Our investment approach integrates multi-layer risk assessment and continuous portfolio monitoring, underpinned by governance structures ensuring accountability and consistent oversight.
Portfolio Construction Role
Expected Volatility & Correlation Characteristics
Infrastructure investments generally exhibit lower volatility. Climate infrastructure assets, with contracted revenues and operational maturity, align with core-plus infrastructure volatility.
Expected volatility range: 10-15% annualized (illustrative, based on comparable operating infrastructure portfolios)
Correlation characteristics: Low to moderate correlation with public equities (estimated 0.3-0.5 range); low correlation with fixed income; moderate correlation with broader infrastructure indices
Allocation Considerations
Climate infrastructure investments may complement existing infrastructure allocations by providing exposure to secular growth sectors.
  • Comparable risk-return profile to core-plus infrastructure strategies
  • Higher growth potential relative to traditional infrastructure utilities
  • Diversification within infrastructure allocation across sectors
Team & Investment Platform
The investment team brings together extensive infrastructure investing and energy sector expertise with rigorous institutional investment processes.
Expertise in Infrastructure & Climate Sectors
Our team averages 15+ years in infrastructure and real assets investment from leading global firms. This is combined with dedicated expertise in distributed energy and grid infrastructure, including former operational executives and technical advisors.
Robust Institutional Investment Processes
Investment procedures follow institutional due diligence standards with independent technical, legal, and accounting reviews. Portfolio monitoring includes quarterly operational reviews, annual strategic planning, and transparent LP reporting, with integrated ESG frameworks.
Climate Infrastructure Investment Timing Considerations
Climate and energy transition infrastructure is moving from early-stage technology to widespread operational scaling, creating strategic opportunities. Several key market factors support this timing:
Operational Maturity
Many climate technologies now have proven operational track records, allowing for traditional infrastructure-style underwriting rather than technology risk assessment.
Policy Framework Stability
Robust federal and state policy mechanisms, including tax credits and renewable standards, provide crucial revenue support and regulatory clarity.
Capital Market Dynamics
Current market volatility favors operational infrastructure with contracted revenues, creating attractive acquisition opportunities for disciplined capital.
Important Disclaimers & Legal Information
Informational Purpose Only: This presentation is for informational purposes only and does not constitute an offer or solicitation to buy or sell securities. Any such offer will be made via a confidential private placement memorandum.
Qualified Investors Only: Investment is suitable only for sophisticated investors who understand and are willing to assume the inherent risks. The fund is offered exclusively to "accredited investors" and "qualified purchasers" as defined by relevant regulations.
Forward-Looking Statements: This presentation contains forward-looking statements subject to risks and uncertainties, and actual results may differ materially. Target returns are hypothetical and not guarantees of future performance.
Risk of Loss: Investing in the fund involves a high degree of risk, and investors may lose all invested capital. Past performance does not guarantee future results, and there is no assurance the fund will achieve its objectives.
Request Information
Qualified Institutional Investors Only
Qualified institutional investors and consultants can request additional information about EHI Climate Infrastructure Fund I by completing the form using this link.
Investor Relations Contact
EHI Climate Infrastructure
Investor Relations Team
Email: ir@ehiclimate.com
Available Materials
Upon verification of qualified investor status, the following materials may be provided:
  • Confidential Private Placement Memorandum
  • Subscription Documents
  • Team Biographies
  • Investment Process Documentation
All materials are provided subject to execution of non-disclosure agreements and verification of qualified investor status.

Privacy Notice: Information is for investor relations purposes only.
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