Real Assets and Supercycle Investing

FIXED MONTHLY DISTRIBUTIONS

Starlight Global Infrastructure Fund

Digital Infrastructure & Financial Networks

Power Demand & Generation

Energy Transition & Decarbonization

Transportation, Logistics & Trade

Physical Infrastructure & Essential Services

FIXED MONTHLY DISTRIBUTIONS

Starlight Global Real Estate Fund

AI & Data Generation

Global Trade & E-Commerce

Aging Demographics & Healthcare

Urbanization & Experiential Retail

Housing Shortage

Featured Funds

Investments

News & Insights

Media Spotlight

Dennis Mitchell’s Top Infrastructure Stock Picks | BNN Bloomberg

Dennis Mitchell, CEO and CIO, discusses where he sees opportunity across infrastructure today and highlights Siemens Energy, Aecon Group and Pembina Pipeline as three catalyst-rich portfolio holdings.
October 05, 2026
Media Spotlight

The Investment Case for Infrastructure | Dennis Mitchell on BNN Bloomberg

Dennis Mitchell, CEO and CIO, discusses why infrastructure's durable demand drivers create long-term opportunities and how he balances conviction with tactical entry points during periods of market volatility.
October 05, 2026
Media Spotlight

The Escalating Trade War with the U.S. | CBC Weekend Business Panel

Dennis Mitchell, CEO & CIO at Starlight Capital, joined CBC News Network's Weekend Business Panel to discuss the escalating trade war with the U.S. and what he's watching for as PM Carney's investment summit, aimed at strengthening global trade relationships, begins this week.
September 14, 2026
Media Spotlight

Jobs Report, Canada-Mexico Trade Talks, and Airbus and AirAsia Canada Deal | CBC Weekend Business Panel

Dennis Mitchell, CEO & CIO at Starlight Capital, joined CBC News Network’s Weekend Business panel to discuss top business stories, including Canada’s latest job numbers, Canada-Mexico Trade talks, and the Airbus and AirAsia Canada deal.
May 12, 2026
Thought Leadership

The $106 Trillion Dollar Global Infrastructure Opportunity

Dennis Mitchell, CEO & CIO, outlines why cumulative global infrastructure investment of $106 trillion will be required by 2040 — and how the Starlight Global Infrastructure Fund is positioned to capture this generational, multi-trillion dollar opportunity across five structural supercycles.

April 24, 2026
Media Spotlight

Energy Prices, Liberation Day Tariffs and Canada-China Trade | CBC Weekend Business Panel

Dennis Mitchell, CEO & CIO at Starlight Capital, joined CBC News Network’s Weekend Business panel to discuss top business stories, including energy prices, the one-year impact of Liberation Day tariffs on global trade, and Canada’s Finance Minister’s trade mission to China.
April 07, 2026
Why Invest with Starlight Capital

Focused Business Investing

Starlight Capital’s portfolio managers build concentrated portfolios of high-quality businesses with irreplaceable assets that generate rising cash flows. Risk is the potential for the permanent loss of economic value and is factored into each step of the investment process. Starlight Capital’s portfolio managers are long-term investors, not short-term traders.

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Long-Term Structural Drivers

The companies in Starlight Capital’s portfolios benefit from long-term structural demand drivers such as Demographic Aging, Power Generation and Data Proliferation. The durability of these structural drivers of demand is what allows the companies in Starlight Capital’s portfolios to generate resilient cash flow growth in a multitude of economic environments. Starlight Capital’s portfolios are built to last through challenging environments.

Income & Compounding

Starlight Capital’s portfolios provide investors with tax-efficient, consistent distributions on a monthly basis. As the companies in the portfolios continue to grow their cash flows and distributions, it allows Starlight Capital to reward investors with rising distributions that support long-term capital compounding and risk-adjusted, total returns. At Starlight Capital, time is our ally as it surfaces the value of our businesses.

Proudly Canadian

Starlight Capital is Canadian-owned and was founded by investment professionals with senior executive experience across the Canadian financial industry. The firm reflects a long-standing commitment to disciplined investing, and we are proud to serve the advisors, institutions, and investors who place their trust in us.

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