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Thesis
Healthcare offers investors
many opportunities. Favorable patient demographics and a willingness
of payers to spend for cost-effective new therapies and technologies
generate attractive opportunities in all economic cycles. Companies
with patent-protected products usually enjoy high margins, barriers
to entry, and long product life cycles. Those companies that have
developed products beyond the proof-of-principle phase often offer
a very favorable risk-return profile for investors. EGS Healthcare
Capital Partners favors investments in biotechnology, specialty
pharmaceutical, and medical device companies that have a late-stage
product focus, with the aim of maximizing returns to investors.
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