Innovative approach to healthcare investing
Exposure to secular growth drivers
The Cordis investment thesis is based on two non-cyclical mega-trends that evidence indicates are still only in their early stages:
- The ageing population – The fastest growing demographic is the demographic with the highest health spend
- The medical technology revolution – Advancements in medical technology mean more patients can be treated
Cordis provides investors with exposure to these tailwinds through investments in publicly listed companies, via a portfolio of high quality medtech investments, while providing daily liquidity to our clients.
Our team
At Cordis, our team extends beyond the high-quality investment professionals that run the portfolio. Our Medical Advisory Panel is comprised of world-renowned clinical physicians; their inimitable insights are the sustainable competitive advantage that keeps Cordis ahead of the competition in our analysis of the medical technology in which we invest.
Portfolio construction
We construct the portfolio without reference to a benchmark and are geographically and market cap agnostic. To better assess different life-cycle companies, we categorise our research list
into one of three buckets: earnings compounders, high growth companies and emerging opportunities.