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

Platforms

Private Equity

Real Estate

Debt /Insurance /Liquidity