Cordiant Digital Infrastructure (CORD · LSE)
Backbone of the Digital Age
A London-listed, FTSE 250 investment company that owns the data centres, towers and fibre underpinning the modern digital economy, offering steady inflation-linked income and growth as data demand accelerates.
Bull case for Cordiant Digital Infrastructure
Strong sector tailwinds
Exposed to significant demand growth thanks to rising data consumption, cloud adoption, and rapid advancement of AI
Reliable, Inflation-Linked Income From Digital Infrastructure
Blue-chip customers on long, inflation-linked contracts deliver dependable, growing income
A Strong Record Of Buying And Growing Assets
A hands-on model has compounded returns well above target since listing (c. 14% a year)
Bear case for Cordiant Digital Infrastructure
Persistent Discount to NAV
Discounted share price limits ability to raise further capital to fund further growth
Currency And Interest-Rate Exposure
Currency swings and higher interest rates can dent asset values and returns
Portfolio Concentration
Two large assets dominate the portfolio, so a stumble at either has a material impact