We have been exclusively focused on healthcare investing for the last 25 years. Healthcare is complicated and full of nuance, and we believe that our healthcare-only strategy allows us to understand the landscape, to identify best opportunities, and to help our companies succeed.
Core to our healthcare strategy is to invest in companies that create value within the healthcare system. We define value as “health outcomes achieved per dollar spent”. Every company we invest in must either improve health outcomes, lower cost, or both.