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Sector
focus
Our sector
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 the 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
Technology
growth shifts
Technology companies are shifting beyond downstream production and engineering towards upstream technology innovation and technology value-capture.
Domestic consumption growth
The Indo-Pacific no longer produces technology primarily for export: domestic B2B and consumer demand is quickly rising throughout the region.
Geopolitical and
pandemic disruption
Long-term technology competition between the US, Europe and China is reshaping the tech ecosystem, creating new opportunities and risks for the Indo-Pacific.
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.
Semiconductors
Capital equipment
Test & assembly
Packaging
Design & engineering
Manufacturing
Industry 4.0 shifts
Precision mfg
Industrial automation
Advanced materials
Software
Vertical software
Infrastructure
AI & big data
Cybersecurity
Communications
5G shifts
Optical networking
Cloud & edge
Virtualisation
Life sciences
Medical devices
Healthcare IT
Clean energy
Agri/food technology
Digital services
Service digitalisation
Omnichannel tech
B2B marketplaces
AI-enhanced services