There are a number of things you can do to play de-globalization as it relates to the US. A lot of private equity funds that we invested in 10, 15 years ago where they had offices in China and part of what they were doing was helping companies either sell into China or source into China. The value added they're providing now is how do you de-globalize your supply chain or how do you move sourcing somewhere else so their emphasis has changed. We've invested in shipping businesses, rail car businesses, barges,. domestic transportation, infrastructure funds in the United States.

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