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EP.238 Marion Calcine on Long-Term Investing in Volatile Markets
Apr 8, 2025
Marion Calcine, Chief Investment Officer at Ardian Infrastructure, dives into the complexities of long-term investing in unpredictable markets. She discusses innovative strategies for navigating energy investments, the evolving hydrogen landscape, and the financing allure of battery storage. Marion emphasizes the importance of operational efficiency and data optimization in asset management. With insights on risk management and sustainable business practices, she sheds light on managing portfolios in the fluctuating energy sector.
29:31
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Quick takeaways
- Ardian's localized investment strategy in OECD countries prioritizes strong market insights, balancing sector diversification while mitigating risks during market volatility.
- The company is optimistic about technological advancements in renewable energy, focusing on battery storage and hydrogen as essential components for achieving energy independence and decarbonization.
Deep dives
Investment Strategy and Portfolio Diversification
Ardian focuses on a diversified investment approach within three main sectors: digital infrastructure, transportation, and energy utilities. Their strategy emphasizes local investments in OECD countries, utilizing teams based in those regions to ensure strong market insights. This localized focus allows them to balance sector and geographical diversification, which is critical for mitigating risks. By managing $36 billion in capital across their infrastructure direct investments, Ardian aims for consistency in investment approaches across their various funds.
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