Investment Insights
Long-duration capital in a shorter-cycle world
Why holding periods measured in decades change the way an asset is underwritten, financed and governed.
IRGMYWAY Investment Team · 2026-06-18 · 6 min read
Insights
Perspective from the investment team
Commentary on the sectors and markets in which IRGMYWAY is active, alongside company news.
Infrastructure
Infrastructure and the cost of delay
Permitting timelines, grid access and construction inflation now shape returns more than headline demand.
IRGMYWAY Investment Team · 2026-05-02 · 5 min read
Energy
Energy transition without ideology
A technology-neutral framework for allocating capital across generation, storage and grid assets.
IRGMYWAY Investment Team · 2026-03-21 · 7 min read
Company News
Governance as an investment input
How screening, committee review and documented delegation reduce avoidable loss.
IRGMYWAY · 2026-01-14 · 4 min read