Our Approach, Key Rationale

Social – e.g. Healthcare, Sports, Hospitals, Schools

Healthcare is a sector with enormous opportunities, supported by long term demographic trends and fundamentals.

Ageing populations in both developed and emerging markets, as well as increasing wealth and a rising middle class, translates into growing demand for healthcare. This sector is also a greenhouse of innovation: an array of R&D companies constantly delivers new products to fulfil unmet demand, which, we believe, act as a long-term driver for the sector’s growth.

R&D – e.g. Medical, Pharmaceutical

Awareness of infectious diseases such as Covid-19 is fueling advancements in diagnostics, medical devices and digital medicine. In addition to advancements in diagnostics, there’s a recent and growing interest in medtech from pharmaceutical companies who are looking to diversify
their offerings and extend patent life, which includes investing in everything from neurostimulation devices to control seizures and improve digestion, heart rate, etc., to virtual reality for chronic and acute pain relief.

More breakthroughs in technology and innovation continue to open and expand opportunities. 

Transport

There will be a push for transport demand ahead of GDP growth and will require significant private investment in transportation such as new mobility solutions, extended transport capacity, and the development of new business models that cater to an electric, data-driven and interconnected world. Transportation sector is attractive because of its big market and little capital invested historically. The technology has lagged historically but the
tech curve is growing with lots of data integration in the industry.