Thematic approach to identifying high-growth subsectors
We favour healthcare subsectors that are complex and benefit from our targeted, conviction-led approach. We focus on core sector fundamentals where all stakeholders benefit from a structural tailwind to deliver better, faster, more accessible healthcare.
We avoid single product development risk, payor risk and any investment where excessive leverage or cost cutting is needed to generate the desired outcome. Our partner businesses tend to be science-led to deliver a quality-focused, innovative product and service offering.