We have built our circle of competence around investing in the secular tailwinds driving the medical technology industry.
Healthcare spending is set to be driven by the ageing global population
Critical chronic disease is the highest priority of healthcare treatment and incurs the largest cost
Medical devices are the fastest growing treatment paradigm for critical chronic disease, driven by what we call the ‘Revolution in Medical Technology’
Cordis invests in the businesses that best harness these tailwinds, and are almost certain to have greater earnings power over the course of many business cycles
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