Innovations in Healthcare and Their Resulting Investment Opportunities
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 healthcare.

Catherine Nicholas, CIO and Portfolio Manager, featured on AssetTVs Master Class: Small Cap
Hear Catherine’s insights on what she believes to be key drivers for small-cap companies and the potential risks she is closely monitoring during a lively panel discussion featured on AssetTVs Master Class series. She also shares how she and the team identify and research dynamic growth companies meeting the three pillars of our investment philosophy: change, sustainability and timeliness. 

Healthcare Industries Undergoing Transformational Change
As a featured speaker at CUSO Financial Annual Conference in August 2018, Lisa Wheatley, Portfolio Manager/Senior Research Analysts, highlights disruptive technologies (CAR-T cell therapies, Crisper/Cas9…) driving a long-term innovation cycle across healthcare, our firm’s edge with a San Diego-based team operating in one of the world’s power-centers in drug and medical-technology researchk, and the attractive liquidity profile relative to PE and VC with focus on early-stage public equities and privates with near-term liquidity potential.