Strategy
Investment Approach
- Stock selection is based on analysis of specific long-term trends in the health care sector and rigorous fundamental analysis.
- Focus on steadily growing companies with above-average and accelerating growth per share, recurring revenues, and high or growing market share resulting from a sustainable competitive advantage.
- We seek companies that have the greatest ability to bring new products and technologies to the health care marketplace that will improve the practice of medicine and satisfy unmet clinical needs.
- Investment candidates should possess a catalyst designed to unlock unrecognized or underappreciated economic and/or strategic value.
Risks
Typical Investor
For investors with a long-term horizon who are willing to accept the risks involved in investing in a concentrated portfolio of investments.