Aviation Operations
The Fund targets high-potential businesses in the aviation and aerospace industry needing modernization. It will focus on opportunities for improvement in technology and strategy, investing in areas like fuel procurement, aircraft leasing companies, aircraft maintenance, safety, training, and health.
The issues in the global business aviation industry are:
- A fragmented and unstable supply chain
- Service offerings attempt to expand the customer base of the industry into areas that cannot be reliably sustained
- Severe shortages of technical and managerial talent
- Strong pull-back in demand for services relative to 2021 and 2022
- Extremely poor service delivery to clients
- Existential threats from technology companies that will commoditize more than 70% of current product offerings
- Vulnerability to next generation technology and increased regulation
- Vulnerability to a recession, even if the recession is mild
- Political pressure from anti-wealth groups and environmentalists