BQE Water is a hidden gem in the mining industry, as a specialist in water treatment in mining and metallurgical processing globally.

Mattr is a materials technology company that has transformed from a highly cyclical business to one that is more stable and poised to grow in both its composites business and it connection technologies business.

Foraco International is an off-the-radar and under-appreciated new addition to the portfolio. We see an opportunity for both growth and value realization over the coming years.