Investment Approach

Areas of Focus

Healthcare

Concierge Medicine

Personalized, high-touch care delivered in upscale settings, often paired with telehealth, optimized service locations, and subscription models. Focused on reducing healthcare costs and enhancing patient satisfaction through value-based care and site-of-care shifts.

Device and Diagnostics

Devices and software that are clinically validated to diagnose, monitor or aid the advancement of disease treatment.

Digital and Consumer Health

Encompasses a broad range of products, services, and solutions aimed directly at empowering individuals to manage their own health and wellness. It sits at the intersection of healthcare and consumerism, focusing on accessibility, convenience, and user-centered design.

Technology

Artificial Intelligence Applications

Artificial intelligence applications finetuned to improve the administration and delivery of healthcare. Specific emphasis placed on diagnosis, insurance, clinical trials, and diet.

Information Technology and Software Solutions

Software solutions aimed at improving healthcare delivery by reducing inefficiency and increasing transparency. Areas of focus include data interoperability, care coordination, revenue cycle management, insurance verification, patient engagement and collections.

Emerging Markets

Defined as regions outside of traditional coastal economic hubs, U.S Emerging Markets are characterized by strong educational institutions, innovation and a business-friendly regulatory environment.

Emerging Markets

Defined as regions outside of traditional coastal economic hubs, U.S Emerging Markets are characterized by strong educational institutions, innovation and a business-friendly regulatory environment.

Map of US emerging markets.

+26

Out of 50 US states represented

191m

In population or 60% of overall US Population

13T

In GDP representing more than half of overall US GDP

288

Fortune 500 companies headquartered

81

Tier 1 research universities representing 55% if total

Core Strategy

Our strategy focuses on investments in technological solutions aimed at improving the administration, diagnosis and delivery of healthcare.

We focus on the intersection of healthcare and technology.

Americans are less healthy than citizens of other developed nations despite spending approximately 2X more on healthcare