High-Growth Emerging Mass Markets
We like fast growing emerging markets where we can invest in a company that can achieve dominance. In addition, we are interested in new products and services that address large existing markets where companies with innovative technology are taking market share away from established players.

The markets we invest in are changing rapidly as new technologies emerge and as applications of existing technologies enable new segments to appear. While we realize that over time our investment themes change, these are the three major sectors we are currently focusing on.

Wireless

We target products and services that directly or indirectly touch the consumers where mobility is the enabler of a new application and value proposition to customers in areas that include:

» Wireless data and content delivery
» Wireless marketing and advertising
» Location-based services
» Entertainment services
» Communications applications

New Media

We target products and services that enable or expand the capability of digital networks (wired and wireless) to disseminate information, communicate messages or provide entertainment in areas that include:

» Digital connected home applications
» Digital content distribution
» User-created content services
» Integration of communication and other content
» Next generation internet consumer services
» New advertising media

Online Services

Software applications that are delivered as a service using the internet to enable businesses to reduce cost, expand markets and create efficiencies in areas that include:

» Financial Services
» Marketing and advertising solutions
» Back-office operations
» Vertical industry applications

Breakthrough Technologies

Revolutions in science that create opportunities in emerging mass markets. We see these most often in:

» Portable Power
» Clean Technology
» Materials
» Digital Media