Focus Area

Healthcare

Sub-Sectors of Interest

  • Behavioral health
  • Payor services
  • Specialty distribution
  • Physician services
  • Pharma services
  • Post-acute care

Investment Themes

  • Demographics driving market tailwinds
  • Rising healthcare costs
  • Tech-driven innovation and data proliferation
  • Provider consolidation
  • Heightened awareness of mental and behavioral health
  • Healthcare consumerism
  • Expansion of in-home care
  • Positive outsourcing trends