GUARDIAN SMART INFRASTRUCTURE MANAGEMENT INC.

Thesis

Guardian Smart Infrastructure Management Inc. (GSIM), established in 2017 and headquartered in Toronto, Canada, is a direct private infrastructure investment firm and a division of Guardian Capital Group Limited. GSIM's investment strategy, termed 'smart infrastructure,' focuses on opportunities and projects that integrate technological innovations to enhance the productivity of new and existing global infrastructure assets. This involves combining physical assets like sensors and communication networks with new operating and utilization solutions, often delivered through software and service agreements. The firm targets both brownfield and greenfield projects, as well as operating companies that provide smart infrastructure applications and services, aiming to capitalize on the intersection of traditional infrastructure and the digital revolution. GSIM seeks to create value through technology integration in sectors such as transportation, energy, smart grids, and smart cities, positioning itself as a global 'one-stop, go-to' firm for financing smart infrastructure. Their approach is characterized as a 'core +' strategy, offering a risk-reward profile similar to traditional core infrastructure but with enhanced upside potential. GSIM's geographic scope is global, with a focus on proprietary deal sourcing and turnkey solutions, often through strategic partnerships with EPC firms. While specific fund sizes and AUM are not publicly detailed, Guardian Capital Group Limited had C$166.6 billion in total client assets as of September 30, 2025. Funding for GSIM's initial investments and follow-on investments was provided by Guardian and the GSIM management team for a total initial commitment of US$100 million. The firm is actively seeking new investments.

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