Process

We think long-term and constantly update our perspective.

 

We leverage our industry focus, 55+ years of collective sector experience across the team and proven research process to deliver durable and consistent returns for our investors. The investment team is highly skilled at sorting through the diverse landscape of healthcare companies to identify proven healthcare innovations early in their lifecycle that will deliver value.

Our goal is to protect investors’ capital in down markets and grow carefully over time.

Our research process is rigorous and repeatable.

 

RESEARCH SOURCES

 

Management Meetings

Industry Conferences

Medical Conferences

Medical Literature

Physician Calls

We aim to generate high quality, consistent returns by fusing two disciplines in healthcare investing.

THEMATIC GROWTH INVESTING

  • Seek out the future standard of care in medicine

  • Identify high quality businesses with proven proof of concept

  • Discover new innovations and technologies that can create substantial value

RISK MANAGEMENT & PROTECTION

  • Run a lower net strategy with active gross exposure management

  • Diversify across subsectors, market caps, and geographies

  • Select appropriate position size given evolving industry dynamics