Capital (OPC) is an activist investor focused on investments in high-growth
corporations that are structured to achieve significant capital appreciation.
OPC's investment strategy is based on three longer-term business trends that it
believes will shape the next 20 years of emerging growth opportunities:
OPC believes the global commodity market has reached an inflection point that
has triggered a new race to dominate global supply lines. Arguably, China's
insatiable appetite for natural resources and growing desire for downstream
ownership of these resources has defined the tipping point. OPC plans to develop
resource companies and sell them to market players looking for supply security.
The impact of technology on the governance of change will profoundly change
the next 20 years. OPC will invest in specific technology related businesses
that offer the opportunity to reinvent the functions of traditional markets and
- The Internet as a disruptive market force
has only just begun to impact many traditional industrial markets.
- Business Process Outsourcing is being
broadly adopted and the suppliers of excellence are those with integrated
technology and operational excellence.
- Software-as-a-Service is the future of the
software industry and provides participants with steady and consistent growth.
In North America the retiring baby boomers generation will create a secession,
planning supply-demand curve inversion in mid-market private companies. This
will provide acquirers with numerous investment opportunities. OPC plans to
develop major investments in specific industries and develop roll-up best