Focused and Specialized:
Do One Thing and Do It Well
Delivering Value to the Healthcare System
The healthcare industry is large and evolving as a result of demographic trends, scientific innovation and the adoption of technology.
We are committed to investing on “the right side of healthcare,” which we define as products and services that improve clinical outcomes, increase system efficiency, enhance patient experiences, and enable access to care.
Sectors of Focus
Within the healthcare ecosystem, we channel our efforts into three subsectors where we have experience and domain knowledge. Across all sectors, we take a research-centric approach to develop and identify investment themes attached to positive, secular growth trends that are shaping the future of healthcare. Thematic areas of focus include:
Medical Devices and Diagnostics
Pharmaceuticals and Life Sciences
Tech-Enabled Services
- Medical Product Outsourcing
- Advanced Surgical Techniques
- Advanced Diagnostics
- Materials Science Innovation
- Value-based Pharmaceuticals
- Drug Delivery and Drug-Device Combinations
- Next Generation Therapeutics
- Research & Development Efficiency
- Outsourced Services
- Digitalization of Processes
- Care Coordination & Complex Claims Management
- Consumer Engagement
Impact of Our Companies
Minaris is involved in the development and manufacturing of bluebird bio’s Lyfgenia™ cell therapy. Lyfgenia™ is approved by the FDA to treat sickle-cell disease, a life-threatening condition affecting 100,000 patients in the U.S.
Sharecare is a digital health company that provides an intuitive interface for millions of consumers to track and manage their healthcare. Through an integrated app, individuals can access and manage all of their wellness records, benefits and activities in a single location, facilitating a personalized and coordinated care experience.
Solesis is a biomaterials company and a manufacturer of high-performance woven fabrics that are critical components used in transcatheter heart valves that are implanted through minimally invasive procedures, avoiding the need for invasive open-heart surgery.
Minaris is involved in the development and manufacturing of bluebird bio’s Lyfgenia™ cell therapy. Lyfgenia™ is approved by the FDA to treat sickle-cell disease, a life-threatening condition affecting 100,000 patients in the U.S.
Sharecare is a digital health company that provides an intuitive interface for millions of consumers to track and manage their healthcare. Through an integrated app, individuals can access and manage all of their wellness records, benefits and activities in a single location, facilitating a personalized and coordinated care experience.
Solesis is a biomaterials company and a manufacturer of high-performance woven fabrics that are critical components used in transcatheter heart valves that are implanted through minimally invasive procedures, avoiding the need for invasive open-heart surgery.