As one of the most vibrant and dynamic sectors of the economy, healthcare benefits from the highly favorable demographic trends created by the aging populations of industrial countries. Furthermore, this sector attracts large investments in fundamental research and development, which leads to a consistent stream of new products and services. This combination of size, growth, stability and innovation motivates our focus on the healthcare sector.
We apply a broad definition to what constitutes an attractive healthcare business. Our healthcare investments have included tools and reagents for life science research, healthcare services, diagnostic equipment and medical device contract manufacturing.