Brian Collett, CIO of ISQ OpenInfra on I Squared’s approach and how we define infrastructure.

Not every essential service makes a good infrastructure investment. In a recent Pensions & Investments sponsored feature, I Squared Capital’s Brian Collett, Chief Investment Officer of OpenInfra, walks through the framework that guides our investment selection: essential demand paired with a defensible moat: physical, contractual, or structural. It’s the discipline behind decisions like owning a school bus company protected by long-term district contracts, and steering clear of hyperscale data centers built for AI model training in favor of smaller edge facilities where the competitive moat is clearer and the long-term role in the network is harder to disrupt. (Read the Infrastructure Equation)

Brian also discusses what differentiates I Squared in today’s market: a middle-market focus on companies valued between $300 million and $1.5 billion, an owner-operator approach drawn from the private equity playbook, and a global platform built for local execution across nine offices. He explores why the shift among institutional allocators toward total portfolio approaches could become a meaningful tailwind for infrastructure, and what that means for investors recalibrating their exposure to real assets.

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