More AnandNot only is it in his fund, PIF is the only one of this three top picks that both he and his family also own. GLTA
Polaris Infrastructure (PIF TSX) is a pure-play renewable energy company with assets in Central and South America. The company has consistently delivered strong results from its flagship asset, the San Jacinto geothermal facility in Nicaragua, while expanding into hydroelectric energy in Peru. Polaris recently extended its contract with the Nicaraguan government for the output from its geothermal plant until 2039 and continues to explore M&A opportunities in other countries. The company trades at a significant discount to peers and we believe the valuation gap will narrow as the company continues to diversify its portfolio and grow cash flow.