With private markets rocked by mounting volatility, investors are seeking out long-duration investment opportunities which are insulated from market cycles. Fibre-optic cables could be one such case.
On today’s Stories of Transformation we are joined by Scott Baker, managing partner at Oak Hill Capital, to discuss this opportunity. The firm is among the largest builders of fibre infrastructure in the US.
We discuss the case for fibre (1:06); the obsolescence risk facing digital infrastructure (3:24); fibre’s duopoly market (6:14); why the sector is benefitting from consolidation (7:56); how the firm chooses new communities for projects (11:03); and the local knowledge which inorganic growth can provide (15:13).
