Archives of IN THE NEWS

Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, will be sharing her insights on innovation in the healthcare industry at the DC Finance organized Annual East Coast Family Office Conference, October 25, at The Union League Club in New York. 200 Single Family Office Executives and Ultra High Net Worth family members, representing […]

We are passionate about promoting gender diversity in investment management. An encouraging trend, some institutional investors and their advisors are also embracing this topic. Wilshire Consulting, an influential investment consultant with approximately $7 trillion in assets under advisement, recently announced a new initiative “aimed to deliver fresh perspectives to client portfolios and promote manager diversity.” […]

Meredith Jones, author of Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), has compiled an infographic with seven ways to encourage more women in the investing industry. From fostering work-life balance for all employees, developing a policy around discrimination and harassment, leaning in to develop talented young […]

Emerging Manager Monthly covers launch of Healthcare Fund. The interesting part with healthcare is that you need to follow these companies deeply because they’re catalyst-driven and the market is constantly changing, which is hard for generalists to get right.