Aerospace  Defense



  2008 Outlook and Investment Themes
             July 8, 2008


             Ken Herbert
        Vi...
Agenda

•   Industry Fundamentals
•   Market Outlook
•   Investment Themes and Proprietary Research




    www.frost.com ...
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes
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Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes

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The aerospace and defense industry cycles face challenges and issues that continue to evolve as investment landscapes present unforeseen opportunities.

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Aerospace & Defense Analyst Briefing: 2008 Outlook and Investment Themes

  1. 1. Aerospace Defense 2008 Outlook and Investment Themes July 8, 2008 Ken Herbert Vice President/Partner
  2. 2. Agenda • Industry Fundamentals • Market Outlook • Investment Themes and Proprietary Research www.frost.com 2

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