
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
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.