Our Philosophy

Our portfolio is balanced across healthcare sub-sectors and geography. Our investment strategy has a strong track record of delivering durable and consistent returns over time.

Small- and mid-cap healthcare companies with innovative technologies that can become the standard of care for unmet medical needs,

High-quality growth businesses with defensible competitive ‘moats’. Biotech and Pharma companies with clinically de-risked commercial or pre-commercial assets. Scarcity of success in drug development means de-risked assets often generate substantial value.