As a fundamentally-driven investment manager, we focus on innovative and disruptive technologies, company life cycle changes, and structural shifts in the healthcare landscape.
We invest across all facets of the healthcare space. Our portfolio companies develop, produce, and commercialize innovative medical technology, diagnostics tests, genomics instruments, and bio-therapeutics.
We aim to identify inflections in company-specific valuations and capitalize on structural changes across healthcare while taking advantage of all dislocations.
Focused on Fundamentals
We leverage the robust investment experience of our team to focus on uncovering value and identifying company-specific inflection points.
Robust Research Process
Our team of healthcare specialists leverages their advanced degrees in medicine, science and finance by performing exhaustive research and in-depth diligence on every position.
Our wide research net, in-depth analysis and creative thinking help us to formulate a differentiated view of company-specific valuations with a particular focus on under or overappreciated catalysts.
We are aligned with our investors and seek to generate significant alpha over the medium to long-term.
Utilizing Software and Technology
We utilize analytical tools to aggregate and evaluate a wide array of data and develop proprietary methods to recognize and understand patterns.