Focus Area

Industrial Growth

Sub-Sectors of Interest

  • Value-added Distribution
  • Transportation Aftermarket
  • Environmental, Power, & Infrastructure Services
  • Facility & Home Services
  • Sustainability Projects

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
  • Decarbonization of the global economy and mitigation of climate change
  • Environmental impact minimization and resource maximization
  • Waste diversion and beneficial reuse
  • Increasing renewable energy
  • Grid and infrastructure modernization and reliability