• US Market: Infrastructure, Energy and Emerging Market Exposure

   - Beneficiaries of abundant domestic natural gas
   - Infrastructure components in oil, natural gas, nuclear power and electrical transmission
   - Second tier domestically domiciled global players in a variety of sectors
   - Privatization of social infrastructure and services

• Emerging Market: Urban Consumer and Infrastructure

   - Logistics, distribution, and urban mall development
   - Consumer financial services
   - Media and entertainment
   - Hospitals and medical services
   - Education servicesWater supply and sanitation
   - Food and food processing
   - Toll road construction & operation
   - Middle-class housing development