maria: the carlisle group's kewsong lee has emerged as a player in the world of technology. the firm allowanced lee and glenn youngkin would take over the day-to-day management. it just closed its biggest fund yet, raising $18 million from investors. thanks for joining us. we have 300 companies to look at under the umbrella of the carlisle group. i want to get your take of our seeing from those companies you own, and what that tells us about the broader economy. >> it's a great question. we have a really good sense for what's happening in the global economy. it's still steady growing but we are see something interesting things. it seems like the u.s. is stronger now than it was last year. i would say we would it at 3 to 3.5% growth. it feels like china is still growing has slowed down a bit. instead of growing at 6%. it's 5 to 6. in europe what we are seeing is unlike last year with we were seeing trend at 2.5%. it's slowed a little bit and we are seeing it in the 2%. the u.s. is the strongest relative to the other economies. we are seeing a little bit of a slowdown. maria: e