Profile
We started our public equity investing activities in 2004. We take significant, long-term positions in public companies whose fundamentals and management we believe in. We focus on stocks that are trading below our assessment of their intrinsic business value. The average holding period in our public equity portfolio is not measured in weeks or months but years. Leveraging our deep expertise in the healthcare sector, we also work with our private equity team jointly investing in Series A and Series B rounds of private biotech companies making transformational bets on the future of healthcare, where we continue to support them as they go public.