top of page
Sector: Healthcare
The Healthcare sector performs research and analysis on relevant equities across the North American Healthcare landscape to find attractive investment opportunities. Given the large breadth and depth of the overarching industry, we specialize in a bottom-up approach within each pre-selected sub-sectors to ensure balanced exposure through proper diversification. Our objective remains to find compelling investment stories from both the small to large cap world.
Select Pitches (Disclaimer: non-current and for educational purposes only)
Industry Review (Fall 2014)
Vascular Solutions: Investment Pitch (Fall 2014)
Celgene: Investment Pitch (Mar 2015)
Lannett: Investment Pitch (Feb 2015)
Sector Holdings

Vascular Solutions

Celgene

Lannett
bottom of page