As thematic investors we spend our time identifying significant economic trends, and then seeing whether we can find good ways to capitalise upon them.
In our Health theme, there are two clear trends which we’ve been interested in since the foundation of the Fund. The first one is the impact of unhealthy lifestyles, and the second is the ballooning cost of healthcare. Both of these trends are powerful and well-established, and there’s lots of very visible evidence for them.