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Investment Philosophy

Forum Equity Partners focuses on public infrastructure development and investment opportunities involving:

  • public sector counterparties
  • long term contracts (typically 30+ years)
  • stable cash flows

Forum's investment philosophy is centred on the following core principles:

Strong Partnerships
Forum develops and invests in projects based on strong partnerships. We look to strong partnerships in our relationships with our public sector partners and clients, as well as with our private sector partners.

Long-term Perspective
Forum develops and invests in projects based on a long-term perspective. The projects Forum typically develops and invests in are structured on the basis of long-term agreements of 30+ years with our public sector partners and clients.

Optimal Shared Risk Allocation
Forum develops and invests in projects where risks are optimally shared and allocated between partners – the public sector partner or client, and Forum and its private sector partners - on the basis of which party is better suited to successfully manage that risk.

Revenue Risk
Forum will consider developing and investing in projects that involve a degree of revenue risk. Forum will do so in situations where the firm’s commercial real estate expertise may prudently mitigate the downside risk of revenues associated with a project, while offering the opportunity for enhanced revenue.

Innovation
Forum is proud of the firm's track record of successfully introducing innovative solutions that are tailored to the project-specific needs of our public sector partners and clients.  Forum has a unique and proven ability to devise and implement creative and sophisticated solutions to transaction structures and execution.

Financial Discipline
Forum develops and invests in projects in a highly disciplined way. The firm's investment criteria are rooted in the asset fundamentals and risk profile of each project.

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