Basic Industries
The Basic Industries team seeks to build upon its historical successes in investing in market- leading businesses that serve attractive sub-sectors within the general industrial economy. The team focuses on investment opportunities with characteristics that provide downside protection and the potential for long-term value creation. Specifically, the team targets companies with:
Leading market shares
Expanding industry sectors
Differentiated product lines that represent quality and value
Superior business models that leverage relative advantages such as low-cost manufacturing assets, value-added products or processes, proprietary technology, and deep customer relationships
Steady cash flows with upside potential through capital investment, cost reduction, and/or a cyclical recovery
We have demonstrated experience in identifying, evaluating, structuring, and executing investments across a variety of sub-sectors within the $6 trillion basic industry marketplace. Today, we are specifically targeting opportunities in the following areas:
Aerospace and Defense
Packaging
Construction and Infrastructure
Transportation and Automotive
