top of page

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. 

Image by Myriam Zilles

Key Holdings

Bayer AG

ETR: BAYN

Danaher_Corporation_logo_edited.png

Pitch Deck

UnitedHealth Group Incorporated

NYSE: UNH

Danaher_Corporation_logo_edited.png

Pitch Deck

Danaher Corporation

NYSE: DHR

Danaher_Corporation_logo_edited.png

Pitch Deck

Past Work

bottom of page