Has well defined investment themes.

EEP pursues a thematic approach to investing, focusing on sectors where significant growth opportunities exist. This results in EEP being a more effective and knowledgeable value-adding investor.

Telecommunications and Information Technology

	Growing connectivity over primarily IP-based wireless and broadband networks
	Increasing mobility through wireless technologies and services
	Delivering productivity gains through wireless and broadband business applications
	Increasing interactivity by increasing multi-media and e/m-commerce services
	Continuing strong data traffic growth over communications infrastructure
	Convergence of fixed and wireless telecom, internet, media and entertainment
	Migration of "bricks and mortar" companies to "new economy" business models
	Increasing demand for outsourcing and business services

Healthcare

	Growing levels of healthcare expenditure due to ageing demographics and more affluent societies
	Revolutionary ‘omic’ technologies and bioinformatics driving the successful development of novel types of drugs and drug delivery systems
	Increasing reliance upon and use of healthcare and medical information to manage the early diagnosis and treatment of disease
	Major restructuring of the R&D-based pharmaceutical industry
	Significant growth of the biotechnology market
	Growth of contract industries at all stages of the research, development and life cycle of novel drugs