Our portfolio consists of companies in the media, telecommunications and business services sectors. Our current target mix is approximately 40% of investments in media, 40% in telecommunications, and 20% in business services.

Clarity Partner’s media investments portfolio has provided the Partnership with exposure to an attractive set of media business segments, including:

• Motion picture exhibition (Vue)
• Motion picture libraries and production (Crescent and Liberation)
• Consumer magazines and newspapers (ImpreMedia and Modern Luxury)
• Business-to-business communications (Naylor)
• Cable television programming networks (Oxygen)
• Live, out-of-home entertainment (BASE)
• Out-of-home advertising industry in China (Buytime Media)

Our portfolio of telecom investments has provided attractive exposure to a broad set of telecom business segments, including:

• Wireless services (PrimeCo and MetroPCS)
• Broadband wireless (Woosh and IPWireless)
• Wireline services (TelePacific)
• Optical networks (Opnext)

Additional investments in business services have provided attractive investments in companies that are leveraging new network technologies, including:

• IP video surveillance (Westec)
• Supply chain logistics (CaseStack)