The Fund's ideation came from hospital operating theatres, rather than a Wall St trading floor, providing us with inimitable medtech insights which continue to provide our sustainable competitive advantage today.
We have built our circle of competence around investing in the secular tailwinds driving the medical technology industry. We invest in our best ideas for the long-term because we believe we are still in the early stages of a long-term structural trend.
Healthcare spending is underwritten by the demands of the ageing global population
Medical devices are the fastest growing treatment paradigm for critical chronic disease, driven by what we call the ‘Revolution in Medtech’
Innovation in medical technology has improved outcomes for patients, processes for physicians and eased the burgeoning strain on global healthcare budgets
The medical technology industry has favourable competitive landscapes, due to high barriers to entry and wide economic moats, providing excess profit and cash generation ability
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.