ABOUT THIS STRATEGY
We believe in the power of deep, fundamental research to identify life science companies trading at a significant discount to intrinsic value. We feel the quality of our team, the depth of our research and our disciplined long-term approach set us apart in pursuing superior risk-adjusted results for our clients.
Finding Growth in Health Care
In addition to the powerful demographic trends affecting the sector, health care is experiencing acceleration in innovation. The portfolio seeks to invest in growth companies that are addressing unmet medical needs or making the health care system more efficient and affordable.
Dedicated Sector Experts
Our dedicated team of analysts has 95 years of combined experience investing in health care companies. In this complex and rapidly growing sector, we believe it is critical to have an experienced team that seeks to understand both the science and the business of the companies in which they invest.
Deep and Disciplined
We believe the combination of deep fundamental research and disciplined portfolio construction will lead to consistently strong results relative to both the health care sector and the broader equity market. The portfolio seeks balance across the subsectors of health care and to diversify across market-cap segments and geographies.