Cordiant Capital

Cordiant is pleased to announce we’ve joined forces Finance Montréal in signing a pivotal letter committing to integrating biodiversity into our investment strategies. By signing this letter, we commit to working towards aligning our practices with the objectives of the #Kumning- Montréal Global Biodiversity Framework, and the recommendations of the #TNFD.    This initiative is particularly significant for our agriculture value chain practice, as it directly impacts the resilience of our food systems. By integrating biodiversity considerations, we aim to not only preserve ecosystems, but safeguard the future of agriculture and ensure long-term food security. Our Head of Agriculture Cédric Garnier is proud to sign this letter on behalf of Cordiant.    Join us in this collective effort to build a more resilient and sustainable financial future and ensure we can have a thriving planet for generations to come.   To read the open letter, published in conjunction with #COP16, please go to: https://lnkd.in/ejfRXb5Q

Cordiant Digital Infrastructure is pleased to announce further expansion in the European data centre market, with a strategic acquisition in Belgium! In partnership with TINC - The INfrastructure Company, CORD will be acquiring and combining Belgian data centre provider Datacenter United and the data centre business of Proximus Group.   This transaction will combine two businesses into a market-leading retail and wholesale colocation offering in Belgium, advancing our ‘Buy, Build and Grow’ strategy. These two connected acquisitions illustrate Cordiant’s ability to identify opportunities to create value in complex situations and apply operational expertise to executive innovative transactions.    These transactions reinforce CORD’s dedication to meet the surging demand for digital infrastructure in our increasingly connected world, create long-term value for investors, and leverage our operational expertise. By aligning with industry-leading practices, CORD is committed to driving value creation for stakeholders while supporting the growth of a resilient, future-proof and sustainable digital economy.   For more information, please visit: https://lnkd.in/dnVdh6bH

The Energy Transition Factbook 2024, prepared for the 15th Clean Energy Ministerial Meeting, is out, and its message is unmistakable: the energy transition is accelerating rapidly, fueled by unprecedented levels of global investment. Here is our snapshot of the findings.

The attractiveness of broadcast: Europe’s broadcast sector remains a high-growth and compelling investment opportunity, driven by its broad reach and continued relevance. With 250 million households receiving Digital Terrestrial TV and 95% of households owning a television, the sector continues to play a pivotal role in daily life.    Cordiant Digital Infrastructure’s portfolio company, CRA, is a leader in broadcast infrastructure, well-positioned to leverage this growth through its range of assets in the Czechia. 

We recently welcomed our shareholders from Cordiant Capital, including senior leaders from both the London and Montréal offices. This visit gave us a chance to discuss important business strategies and also helped strengthen our relationships with those who support our growth. As some were visiting for the first time, these days helped them better understand what we do, which is really valuable for us! In an interview with Hospodářské noviny in July, Steven Marshall commented, ‘With my experience managing multinational companies worth $100 billion, I see this management team as one of the best I’ve worked with.’ While we continue to see growth in our traditional business, our main focus is on expanding data centre capacity and improving fibre connectivity. We’re very proud of what we’ve accomplished over the past three years, and even more inspired to keep pushing forward, knowing our shareholders share in that pride. 🧡🖤

Investing in Sustainable Growth in Agriculture Alongside Premier Agricultural Operators   At Cordiant, we recognise that the future of agriculture depends on understanding its critical importance and delivering strategic financing solutions to unlock the sector’s full potential in an evolving landscape. We’re excited to introduce our Head of Agriculture, Cédric Garnier, as he shares our vision for transforming the agricultural value chain through our approach to investing in agriculture through direct lending and private equity solutions.    Our ‘buy, build, and grow’ investment philosophy not only optimizes every stage—from production to export—but also strengthens resilience and ensures premium-quality produce year-round. By focusing on row crop, speciality crop, and permanent crop production systems, we invest starting from the farm asset to essential upstream and downstream activities. We invest in consistent, reliable, and high-quality agricultural outputs across diverse regions and climates, while mitigating risk operationally and structurally.   Backed by deep operational expertise and a seasoned team on the ground, Cordiant is uniquely positioned to drive sustainable growth in agriculture. Our extensive network and sector knowledge allow us to reduce operational risks, increase asset productivity, and deliver superior risk-adjusted returns for our investors.   We’re pleased to invite you to watch our video and discover how Cordiant is leading the charge in reshaping global food production and delivering sustainable value for both investors and the world.

Cordiant Digital Infrastructure's performance and attractive outlook have been highlighted in The Times' Tempus column by Lauren Almeida.     Lauren emphasises Cordiant's continued delivery of results, its diverse portfolio across data centres, telecommunications towers, and fibre networks, and its responsible financial management.   The article concludes that Cordiant's strategic approach and resilient portfolio, in addition to more favourable macro trends, offers investors a unique investment opportunity.    To read the full article, please go to: https://lnkd.in/dp6HSe2t

The Telegraph’s Gavin Lumsden highlights Cordiant Digital Infrastructure’s standout performance and ability to navigate a challenging market environment.   The article emphasizes how CORD has established itself as a strong and attractive investment opportunity, with a diversified portfolio of high-quality assets, an experienced and disciplined management team, and resilient strategy.   Gavin notes CORD’s long-term growth potential and adaptability, as he highlights the Company as a compelling, undervalued opportunity for investors looking to capitalize on the expanding digital economy. As the digital infrastructure landscape continues to evolve, CORD’s strategic positioning ensures it remains a robust and promising player in this critical sector. To read the full article, please go to: https://lnkd.in/d_bpQGUv

Insightful article in yesterday’s Investors' Chronicle ‘A tale of two digital infrastructure trusts’, wherein author Val Cipriani highlighted Cordiant Digital Infrastructure’s leadership and strategic competence in the sector.    The article praised Cordiant's prudent management and well-constructed portfolio, positioning the Company to navigate the growing demand for data centers and AI-driven infrastructure, whilst remaining structurally robust. As investors increasingly target the critical sector’s assets, Cordiant stands out for its resilience and strategic foresight, delivering sustained growth and shareholder value. The article also emphasized the alignment between leadership and investors, with Chairman Steven Marshall’s personal investment of over £8 million underscoring his confidence in the company’s strategy.    This performance, unfortunately, stands in contrast to the Company’s share price. Cirpriani, and the analysts cited within the article, however, conclude that Cordiant is well-positioned to "shine brighter," enabled by its strong financial foundation and strategic direction.

The global agricultural value chain stands on the precipice of an overhaul, driven by the mounting pressures of climate change, growing demand and unbalanced distribution. Agriculture faces the imperative to adapt – and financing could hold the key to unlocking its full potential. In this piece, Cordiant’s James MacLeod explores how reimagining the financial framework of agriculture could be the catalyst for the sustainable, resilient future our global food system requires. To read the full thought piece, please go to: https://lnkd.in/dQyyJAsg #GlobalFoodSystem #Agriculture #SustainableInvesting