Zenison invests in transformative healthcare innovation.
Investing in Healthcare Innovation
A Zenison Healthcare Innovation Portfolio is a concentrated, best ideas, individually managed exposure to mid & small cap healthcare innovation with the flexibility to manage market exposure.
Digital technologies are transforming the healthcare industry
Biotech innovation is strong
Healthcare innovation is dominated by mid and small cap companies
A Zenison Healthcare Innovation Portfolio capitalizes on this investment opportunity
Bottom up portfolio construction
Focused portfolio: about 20 stocks
Generally mid and small cap
Market exposure management: cash, index shorts and covered options
Stephan Patten, CFA