Investing with an
The Cordis Global Medical Technology Fund pairs rigorous investment analysis with built-for-purpose MedTech insights. The insights are provided by the Medical Advisory Panel (MAP) and Medical Device Industry Specialists (MDIS) to form a key competitive advantage when investing in the highly technical and complex medical technology sector.
The MAP and MDIS are working teams comprised of highly qualified physicians, translational researchers, clinical engineers, and medical technology executives. The aggregate of their global networks and inimitable clinical insights provides a critical input to the portfolio management team’s process, that we believe is not replicated anywhere else in the investment industry. The MAP and MDIS are a fundamental part of our team not just a resource to be called for comment, creating a highly integrated structure that places us in a position to be exceptional at what we do.
PORTFOLIO MANAGEMENT TEAM
Chief Investment Officer
Senior Equity Analyst
Medical Device Specialist
MEDICAL ADVISORY PANEL
The Cordis MAP is made up of physicians and translational scientists who are recognised as leaders in their respective fields. In their position as global leaders of clinical practice and academic research, they are able to provide invaluable and inimitable insights into therapy direction, technology feasibility and expected future treatment paradigms. We are also able to utilise their network of medical colleagues to add further depth and breadth to our investment process. These inputs are formalized in structured meetings and ad hoc calls as required by the portfolio management team, tightly integrating this source of data into our investment process.
The ultimate goal of the Medical Advisory Panel is to add a unique edge to our portfolio. If we execute correctly, we believe that this aspect of our investment process will be able to generate repeatable excess returns for our investors.
Founder and Chairman of the Medical Advisory Panel
Cardiovascular Surgery, Texas
Intensive Care, Device VC
Cardiac Electrophysiologist, Ohio, USA
MEDICAL DEVICE INDUSTRY SPECIALISTS
The Cordis MDIS is the final key part of our highly integrated investment process. The MDIS is made up of top executives in medical device production and development, having been in leadership roles at many global medical behemoths, such as Johnson & Johnson, Medtronic, Baxter, Cochlear and Fisher & Paykel. Throughout tenured careers in the field, our MDIS has gained expertise in the design, manufacture, protection and sale of medical devices, and thus know the companies and processes that we evaluate intimately. This deep business knowledge, combined with significant industry networks, adds further unique insight to our portfolio management team’s investment process.