Investments across our past three funds map into the investment themes below. We believe these themes underpin secular tailwinds to drive customer demand.
Technologies, tools, processes and products which remove costs or enhance the productivity for customers. Whether removing complexities associated with labor or improving quality and safety, these businesses enable “quicker, better, easier” that generate compelling ROI for customers.
Non-discretionary services including maintenance, repair, aftermarket and on-going critical service are must-do actions, regardless of broader macroeconomic or customer activity. These businesses have characteristically sticky revenue with high degrees of recurrence.
Services and products that are required by law, regulation, specification or industry guidelines. With regulation and standardization ever-increasing across many end-markets, these businesses enable customers to comply with the specific rules and requirements in their respective end markets.