Medical
 

Med-Fine Medical

Objective

  • The investment objective of this division is to seek capital growth for “The Fund”.

Primary investment strategies and principal risks

  • Med-Fine typically considers projects of growing companies in the life sciences sector. To achieve its objective, “The Fund” invests in companies that engage in the business of providing products and services that help promote health and wellness.
  • Med-Fine project managers look to invest in projects of companies they believe will increase in value over time. In implementing this strategy, the project managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The principal analytical technique involves the identification of companies with earnings and revenues that are not only growing, but growing at an accelerating pace.

Strategies employed

  • Med-Fine’s principal analytical technique involves the identification of companies with earnings and revenues that are not only growing, but growing at an accelerating pace. This includes companies whose growth rates are less negative than prior periods, and companies whose growth rates are expected to accelerate.
In addition to locating strong companies with earnings and revenue growth, the project managers invest in companies that experience a change in their business that may stimulate future revenue and earnings acceleration and lead to positive investor perception. The change typically is the result of key events including: entry into a new market, development of a new product, obtaining a new patent or license, or the presentation of clinical data showing efficacy for a new drug or medical device. We believe that it is important to diversify “The Fund’s” holdings across geographical regions and different countries. For this reason, Med-Fine also considers the prospects for relative economic growth among countries or regions, economic and political conditions, expected inflation rates, currency exchange fluctuations, and tax considerations when making investments.