Group 1 - Peabody Energy Corporation is a U.S.-listed coal mining company with significant domestic coal production and sales [1] - The majority of Peabody's adjusted EBITDA in recent years has been derived from two seaborne operations [1] Group 2 - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-3 years [2] - The portfolio has achieved a compounded annual growth rate of 28% over the last 6 years [2]