Investment Focus
Approximately one-third of capital is allocated to each of the following pillars; actual weights vary over time with opportunity flow and risk considerations.
Technology
Enterprise and healthcare technology platforms with scalable data infrastructure, AI/ML capabilities, or powerful network effects.
Healthcare
Multi-site providers, risk-bearing physician organizations, specialized payer models, and technology-enabled care delivery platforms.
Commercial Real Estate
Debt and equity across senior living, multifamily, healthcare real estate, and triple-net leased assets with structured finance overlays.
Learn More About Our Approach
Explore our investment methodology, risk management framework, and portfolio.