JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium reflects its asset mix and the accompanying high proportions of protected revenue streams. The pace of decarbonisation in the UK and wider continental Europe, where JLEN is exploring opportunities, is set to ramp up, particu ....
16 Feb 2021
Increasingly diversified as green-led recovery looms
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Increasingly diversified as green-led recovery looms
- Published:
16 Feb 2021 -
Author:
James Carthew | Matthew Read | Shonil Chande -
Pages:
31
JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium reflects its asset mix and the accompanying high proportions of protected revenue streams. The pace of decarbonisation in the UK and wider continental Europe, where JLEN is exploring opportunities, is set to ramp up, particu ....