Fund managers including Cooper Investors, Blackwattle Investment Partners, ELM Responsible Investments, Bennelong Australian Equity Partners, Australian Eagle Asset Management, Pendal Group, QVG Capital, Mint Asset Management, Quest Asset Partners, SG Hiscock & Company and Smallco Investment Manager have invested in Infratil Ltd (ASX:IFT).

Managers highlight CDC's record 555MW hyperscaler contract under a 10-year agreement, taking contracted capacity beyond one gigawatt and positioning Infratil as a leading AI infrastructure exposure. Mint Asset Management noted results came in better than feared, and Smallco values Infratil's portfolio of long-duration platforms across digital infrastructure and renewables.

Pendal Group noted FY27 guidance came in around 9% below consensus as its US renewables business Longroad incurs significant cost growth to accelerate its project pipeline. Mint previously worried that growth expectations had become too high after a strong share price run, and Infratil's external management structure adds a layer of fees.

Infratil Ltd is a Wellington, New Zealand-based infrastructure investment company founded in 1994 by Hugh Morrison. The firm owns and operates a diverse portfolio of infrastructure assets providing essential services to communities. Its business segments include Manawa Energy, Mint Renewables, Wellington International Airport, Qscan Group, RHCNZ Medical Imaging, Gurin Energy, and One NZ, alongside various associate companies. Infratil focuses on long-term capital growth by managing and developing these core infrastructure and utility services.