Investment focus

We are disciplined in our approach to healthcare investing. At the sector level, we specialize in medical devices and diagnostics where our deep vertical expertise gives us an edge. Our capital comes with a disproportionate strategic and operational value proposition as compared with healthcare generalists. This makes us a preferred capital partner for companies in these sectors. 

We are forward thinking and thematic in our approach. We target the highest growth markets where unmet needs exist along the care continuum with respect to clinical outcomes, patient experience, and cost. We also are interested in technologies at the intersection of healthcare and technology. We believe this approach allows us to focus on markets with the greatest potential for disruption and impact. This translates into strong tailwinds for growth, strategic interest, and potential for transformation.

We believe our specialization is a competitive advantage. The following healthcare sectors are outside of our core investment focus:

• Pharmaceuticals

• Biotech, drug development and discovery

• Healthcare services including facilities, providers, payors