Representative segments of interest include:
- Personal care ingredients
- Nutrition and food ingredients
- Flavors and fragrances
- Agrochemicals
- Plastics, composites and related additives
- Construction materials
- Water treatment and modifiers
- Coatings, adhesives and sealants
- Oilfield chemicals and services
- Aerospace and other transportation materials
- Materials handling, management and logistics
- Specialty films
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Secular themes that we are actively pursuing investments related to include:
- Scarcity of resources such as clean air and water
- Increased focus on health and wellness
- Substitution from metals to plastics and other materials
- Shale gas finds in North America
- Greater focus on “green”
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