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.


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