From disruptor to leader
Ongoing monitoring to ensure the companies we invest in are on track.
Drivers of transition
We seek to understand potentials solutions and who is driving change.
Healthcare challenges
Healthcare challenges exist where costs are rising but access and outcomes are falling.
Opportunity
Opportunities arise where the interests of policy, patients and payor are all met.
Why invest in healthcare?
From a long- term returns standpoint, healthcare is one of the most secular market sectors with long-term growth from demographics and innovation. Likewise, Healthcare has is an excellent diversifier within a broader equities’ portfolio. The strict regulatory regime and high costs of development mean that investors that spot opportunities early could benefit enormously from strong returns. The healthcare sector also gives investors access to broad thematic and style exposures, including defensives, cyclicals, demographic and consumer trends.
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