Overview
- With decades of experience in healthcare investing, our team has deep knowledge and relationships within the industry as well as strong investment and portfolio management experience.
- Our robust, efficient, and adaptable investment process has been refined with standardized procedures developed for over a decade, allowing the team to generate a high level of investment idea velocity while limiting exposure to crowded trades.
- Investments are typically made with a 12–18-month view and focus on mid- and large-cap companies.
- The strategy takes a market neutral approach to investing, typically exhibits low correlation to the S&P 500 and targets a beta-adjusted net exposure +/- 10%.
