Investment Themes

We invest in companies that align with tomorrow's economy.

Successful companies with high growth potential will need to align with the economy of the future. This means firms with solid fundamentals, and positioned to support long-term economic trends across sectors. A few such examples of long-term trends include increasing digitization across sectors, demand for advanced business analytics, increasingly automated processes, and shifting population demographics, among many others.

See below for more information about specific sectors of interest for the VCP team.

Healthcare

Our expertise in healthcare companies extends to:

  • care providers

  • consumer health

  • diagnostics

  • life sciences

  • healthtech

  • medtech

  • public safety

Business Services

Our expertise in business services extends to:

  • consulting services

  • industrial services

  • outsourcing

  • professional services

Light Manufacturing

Our expertise in light manufacturing extends to:

  • aerospace & defense

  • capital equipment

  • engineered materials

  • infrastructure

  • packaging

  • transportation




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