Investment Focus
We target the following two investment focus areas that we believe offer attractive upside potential and where we have substantial investment experience and market expertise.
Information and Communications Technology (ICT) – ICT encompasses areas that are being transformed by the convergence of high-performance computing, global high-speed telecommunications, and advanced sensing and data analysis. Some example investment areas within ICT are as follows:
- Network hardware and software
- Wireless communications
- Distributed computing and interoperable web-based services
- Rich media creation and distribution infrastructure
Defense and Security – We target investments that are poised to capitalize on long-term growth trends in the defense and security arenas. Some example investment areas are as follows:
- Surveillance and monitoring
- Flexible, rapid deployment communications technologies for military and emergency situations
- Software for operationally intensive environments
- Data archiving, search, and retrieval
- Other Defense Technologies
We are willing to consider investments outside these four focus areas on a limited basis. However, they must offer an exceptionally compelling investment thesis.