Equity

Health Sciences

Focused on investing in scientific and technological advances in health care

3D render of a medical background with DNA strand

Overview

  • Growth investment style that employs bottom-up, analyst-driven stock selection based on proprietary fundamental research and investment insights
  • Focus on durability/sustainability of growth rather than absolute growth rates
  • We believe new growth opportunities and significant alpha generation can result from correct analysis of new product opportunities

Characteristics & Performance

Composite Inception

6/30/1999

Strategy AUM

$2.1 Billion as of 3/31/25

Benchmark

S&P Health Care Index

Holdings Range

Typically 50 – 80, +/- 15 securities

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

 

Institutional Separate Account

 

US Mutual Fund

Investment Team

Our Health Sciences strategy is managed by two portfolio managers. Two portfolio managers also serve as the strategy’s dedicated analysts. Together with the team’s research analysts, they comprehensively monitor the health care universe, the strategy’s sole sector focus.

Debra Netschert

Managing Director

Daniel Matviyenko

Managing Director

Cyrus Amoozegar, MD, PhD

Principal

Abhijith “Jith” Eswarappa

Managing Director

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Therapeutics

Christopher C. Caponetti, CFA

Managing Director

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Medical devices, life sciences tech, healthcare services, therapeutics

Steven M. Postal, CFA

Managing Director

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Medical devices, healthcare services, life sciences tech

Jeffrey T. McCarthy

Managing Director

HEALTH SCIENCES

Focused on investing in scientific and technological

advances in health care