We are focused on Rising Tide markets - on emerging markets created by the convergence of communications, media and entertainment. We believe that Communications and IT will evolve dramatically over the decade. Distinct, multi-billion dollar segments such as advertising, targeted marketing, personalization, security video sharing, social networking, gaming, content creation and commerce will all accelerate their migration to the Internet and Mobile. This market convergence creates great opportunities for selective investments in the application of technology. We are fully engaged with some of the most innovative companies in key high growth segments: Digital Media, Content Delivery, Security and Health Care.

We invest in innovative companies with unique value propositions and the potential to become global leaders in their markets. We prefer to invest in healthy cmpanies led by management teams that we know and trust - teams that are single-mindedly focused on value creation. We partner with management to enhance growth through geographical expansion and through the implementation of roll-up strategies. Roll-up strategies include the acquistition of complementary companies that can help accelerate business expansion and achieve operational synergies. We take an active and lead role in managing our companies’ growth, adding value through experience, market insights, strategic advice and industry contacts.