Investment Focus

We strive to be disciplined in our approach to healthcare investing. At the sector level, we specialize in MedTech where our collective years of experience as operators and investors inform our investment decisions. We believe our capital comes with a disproportionate strategic and operational value proposition as compared with healthcare generalists.

We are forward thinking and thematic in our approach. We target high growth markets where we identify unmet needs that exist along the care continuum with respect to clinical outcomes, patient experience, and cost. We believe this approach of identifying the markets with the greatest potential for disruption and impact allows us to focus on markets with strong tailwinds for growth that would also potentially be areas of interest for our strategic buyers.

Given our specialization in MedTech, we view the following sectors as outside of our core investment focus:

• Pharmaceuticals

• Biotech, drug development and discovery

• Healthcare services including facilities, providers, payors