We believe that information technology and communications are just entering their most productive years.  A combination of rapid technology evolution, combined with a demographic wave of technology literate workers, is continuing to compact the S curve adoption of new technologies and processes.  This global shift drives many of our current investment themes.

We are looking for investments with the following characteristics:

• ideas that drive business process change including outsourcing in particular vertical industries;
• ideas that drive distributed data including storage;
• ideas that make data more useful to businesses and consumers;
• ideas that empower consumers to manage vendor relationships;
• technologies that will provide the "themes" of the future,
  by reshaping the speed, efficiency or cost of providing
  a good or service;
• new materials and new processes around existing materials, especially those focused on energy applications or advancements in computing power and efficiency.