INDUSTRY SECTORS
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Technology - Big Data, Business Intelligence and Security
Many of today’s transformative applications rely on massive cloud databases with content generated by user participation and intelligent information extracted by predictive analytics and powerful machine-learning algorithms. New data sources, from web, mobile, social, location and personalization, for example, will become valuable, as will new technology for scaling data, new algorithms, and new ways of connecting people and devices. We believe, management of data, security, and analysis of massive amounts of information to deliver unique services will become a huge business. Media and Entertainment – Content Creation, Distribution & Marketing Media and entertainment sector in the United States is expected to exceed half a trillion dollars by 2015. This segment also represents a large export markets for the U.S. companies with growing customer base in the emerging markets including Russia, Turkey, China, India, Indonesia, Malaysia, Pakistan, Philippines, Thailand, Argentina and Brazil. As entertainment becomes more interactive and social, we believe, companies in content creation, distribution and marketing with next generation formats will reap the biggest rewards. Real Estate – Investment and Advisory Select regions of the U.S. real estate markets are presenting unique opportunities for stable growth and above market yields. Residential rental properties can now be acquired significantly below the cost of building, and are generating 7-10% yield. Technology enabled companies in real estate sector, including investments, advisory services and REITs, represent greatest value. Health Care – Advanced Therapy and Personalized Care As new paradigm in health care, instead of “sick-care” takes hold, we see more opportunities for companies in advance therapies, integrative care, remote diagnostics and personalized life-style based health services.These companies will utilize data and tools to monitor heart rate, blood glucose, sleep patterns and much more to provide improved and individualized health care. Energy – Complementary Technologies & Services Growth in alternate and renewable sectors, remains a technology, as well as, a policy issue in the United States. From our perspective, companies with complementary technologies and services that improve efficiency would benefit most in the current economic and political climate. Turnaround-America will also consider extraordinary opportunities in other industry sectors as appropriate to achieve greater diversification and return on investment. |