Focus Area

Industrial Growth

Sub-Sectors of Interest

  • Transportation aftermarket
  • Value-added distribution
  • Building products
  • Industrial technology

Investment Themes

  • Supply chain complexity and velocity
  • Significant installed base of assets or aging infrastructure
  • Low cost of service compared to high cost of failure
  • Positive outsourcing trends with re-occurring demand profile
  • Increasingly complex regulatory and compliance requirements
  • Technology as a key differentiator
  • Opportunities for industry consolidation
  • Focus on aftermarket and strong service component
  • Transportation evolution