Archives of VIDEO

Innovations in Healthcare and Their Resulting Investment Opportunities

(4:16) Lisa Wheatley, Portfolio Manager/Senior Research Analyst, highlights some of the rapid innovations that we believe are accelerating the pace of medical breakthroughs, improving patient outcomes, and driving secular growth in many healthcare sub-sectors, e.g., more genetically targeted oncology, gene therapy to treat rare diseases, synthetic biology, and the cross-over of big-data harnessing techniques into […]

Catherine Nicholas, CIO and Portfolio Manager, featured on Asset TV’s Masterclass: Small Caps

On September 12, Catherine Nicholas, CIO and Portfolio Manager, joined host Gillian Kemmerer and three other small-cap managers to discuss some of the current and prospective drivers of small-cap stock performance. Video was sponsored by Nicholas.  The thoughts and opinions expressed in the video are solely those of the persons speaking as of September 12, […]

Lisa Wheatley Shares Her Insights on the Innovation Cycle in Healthcare

At the CUSO Financial Annual Conference in August, Lisa Wheatley, Portfolio Manager and healthcare specialist, shared her insights on the long-term, secular innovation cycle in healthcare, ripe with investment opportunities. (3:24) Lisa highlights why our firm’s San Diego location is an edge in her healthcare-company research and why early-stage biotechnology and medical device companies can […]