We invest in the mid-market Technology and Industrials sector of the Indo-Pacific,
an ecosystem of over 4,000 companies, producing over a trillion dollars of output a year.
This sector has been connected to global economy for almost 50 years, supplying IC chips, manufacturing, engineering, software, and industrial exports that power the global economy.
Today, this vibrant ecosystem is at the crosswinds of 3 massive forces of change, creating opportunities for expert investors able to navigate this complex and fast-moving landscape:
Our sector is shaped by 3 complex forces of change
Segments and themes
Our exclusive focus on technology and industrials has provided us coverage and relationships across hundreds of companies in most sub-segments in our target sector.