An opportune environment for operators

Despite ongoing uncertainty, we see a compelling long-term opportunity for private capital managers—especially those with deep operational expertise and a long-term track record of unlocking value—to help transform outdated essential industrial and business services companies into nimble global competitors.  

In our view, two unfolding global trends will help drive this transformation: the growing need to secure and shorten supply chains and the accelerating artificial intelligence boom.

Disclosures

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.

Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.