Investment Criteria

• Quality Assets /Competitive Advantage /High Value

• Revenue /Recurring Base /Resilience

• Cost Structure /Fixed /Variable /Light

• Margin /High Operating

• Inflation Protection /Re-Price /Pass-Through

• Financials /Balance Sheet Strength

Creating Value

/ Uncorrelated Strategies

/ Capital Allocation

/ Asset Rotation

Private Equity

Platforms

Real Estate

Financials

Industrials

Insurance

Liquidity

Strategic

Technology