March 2023 Quarterly Report
The four pillars of the Cordis Global Medical Technology Fund
Pillar one: Healthcare earnings resiliency Pillar two: Momentum of MedTech Pillar three: Investment insights Pillar four: Responsible investing ✓ Growth greater than GDP ✓ Device-based trend ✓ Framework for the Fund ✓ Investing with purpose ✓ Australians underweight in sector ✓ New paradigm in treatment ✓ Finding meaningful MedTech ✓ Highly sustainable fund ✓ Earnings […]
Diabetes – a health epidemic hiding in plain sight
For investors, diabetes remains one of the best secular stories in our sector due to the unfortunate fact of its uncontrollable growth and favourable competitive landscape.