Sector Investment 24-Hour Briefing

Last updated: October 1, 2026, 6:25 AM ET

Infrastructure Rankings

II Alpha 30 identifies top-performing infrastructure managers, distinguishing those benefiting from market tailwinds versus those creating intrinsic value through operational excellence. The ranking evaluates assets under management, fee structures, and capital allocation efficiency across private equity and infrastructure debt funds. Value-creating managers dominate the top quartile, with assets under management growing 8.2% YoY while fee compression pressures margins.

Rising Stars Nominations

Last chance to vote extends the 2026 Rising Stars nominations deadline by 72 hours, targeting emerging fund managers under $500M AUM. The extended timeline aims to capture late-cycle entrants capitalizing on infrastructure debt demand, which reached $1.4 trillion globally in Q1 2025. SaaS in Healthcare analysis notes AI-driven platforms are disrupting traditional healthcare software models, with Saa S valuations declining 15% YoY as AI-native solutions gain market share.