The future of healthcare is value.

Spending on U.S. healthcare is as enormous as the system is inefficient, which means it’s ripe for value creation.

The future of healthcare is value.

Spending on U.S. healthcare is as enormous as the system is inefficient, which means it’s ripe for value creation.

Our investment strategies are dynamic

Thesis-driven

We make intentional decisions based on proactive, informed research and foresight.

Data-supported

We apply advanced analytics to examine trends and identify potential opportunities.

Founder-focused

We forge deep relationships built on trust, understanding and a shared drive for growth.

Thesis-driven

We make intentional decisions based on proactive, informed research and foresight.

Data-supported

We apply advanced analytics to examine trends and identify potential opportunities.

Founder-focused

We forge deep relationships built on trust, understanding and a shared drive for growth.

Our Theses

We develop evidence-based theses that strategically inform where we invest.

Medicare Advantage

Medicare Advantage is projected to grow at 9% annually (vs. 5% for fee-for-service).

Senior Living

Senior living is a $66B market and growing.

AI

AI and data engineering service providers are experiencing up to 40% year-to-year growth.

Ophthalmology

Vision care is a $14B segment with annual growth rate of 5%.

We focus on markets that comprise the “other” 80 percent of the $3 trillion spent each year on U.S. health care.