Specialized &
Diversified

We invest exclusively in health care and across its industries:

Biotech Medical Devices & Equipment
Health Care IT Specialty Pharma
Diagnostic Tools & Services
Life Science Tools & Services
Health Care Services

Differentiated

We primarily seek out less-crowded names within micro- and small-cap stocks that often are inefficiently priced.

Conviction-Based
Weighting

Our in-depth, fundamental research fosters strong conviction around investments that earn a place in our portfolio.

Team of Experts

Our investment team has more than 100 years of combined experience.

Making the World a Better Place

Our investment approach routinely unearths companies with solutions that drive tremendous social benefits — not only by enabling longer, healthier and happier lives, but also by making health care more affordable and accessible.
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