MIKE MARKKULA

 

Investment strategy continues to be guided by these four investment themes:

 

•   Transforming Economies

        - Tapping the potential of transforming economies like China, India, South East Asia and Latin America, through investments in sectors  such as financial services, infrastructure and logistics.

 

•   Growing Middle Income Populations

       - Leveraging growing consumer demands through investments in sectors such as telecommunications, media and technology, and consumer and real estate.

 

•  Deepening Comparative Advantages 

       - Seeking out economies, businesses and companies with distinctive intellectual property and other competitive advantages.

 

•  Emerging Champions

       - Investing in companies with a strong home base, as well as companies at inflection points, with the potential to be regional or global champions