The Firm’s emerging markets healthcare investment strategy involves investing, primarily through equity securities, in healthcare companies throughout the world, with an emphasis on developing countries. The strategy is broadly diversified by geography and subsector, with long and short positions on about a dozen individual stock exchanges.
Key Highlights
Typically invests in companies that range in market capitalization between $200 million and $10 billion.
Broadly diversified by geography and by healthcare subsector, but major countries of interest include China, India, Korea, Brazil, Argentina, Mexico, South Africa, and the CIS (the Russian Commonwealth).
