SECTOR: Industrials

COMPANY DESCRIPTION: Getlink is the Channel Tunnel operator, a unique asset allowing to carry (i) freight and passengers through its “Le Shuttle” service (non-regulated activity), (ii) freight and passenger trains using its rail network (regulated activity) and (iii) electricity via the interconnector activity ElecLink.

INVESTMENT THESIS: Long-term concession with strong profitable growth potential through increase in volumes and prices (mostly non-regulated), while being protected from inflation.

INVESTMENT PROFILE: Asset scarcity

LATEST CDP RATING ON CLIMATE CHANGE:

UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS: