At Healthcare Innovators Fund, we invest in companies shaping the future of healthcare through innovation, technology, and AI. Our strategy focuses on identifying long-term opportunities across healthcare services, tools, and infrastructure.
Healthcare is one of the largest and most complex sectors of the global economy, facing rising costs, data fragmentation, and increasing demand for better outcomes. Artificial intelligence is uniquely positioned to transform diagnostics, drug discovery, clinical workflows, and patient care, creating powerful opportunities for innovation and long-term value creation at the intersection of technology and medicine.
What clients value most:
Our Investment Management Advisory focuses on aligning capital with clearly defined objectives, risk tolerance, and liquidity needs. We act as a long‑term strategic advisor, helping clients make informed allocation decisions across market cycles.
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Objective, conflict‑aware advice
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Clear portfolio logic and documentation
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Ongoing dialogue, not one‑time decisions
Our Investment Philosophy
Our investment edge lies in deep, sector-specific expertise and a disciplined, research-
driven approach. By focusing on undercovered healthcare companies, we identify opportunities overlooked by traditional analysts. We integrate scientific rigor, clinical insight, and emerging technology trends, particularly AI, to assess growth potential and operational efficiency.
Core principles:
Diversification with purpose
Diversification is not pursued for its own sake; each asset is selected to serve a specific purpose within the portfolio.
Risk Adjusted Return
We seek to generate strong returns while carefully managing risk across market cycles.
Long Term Orientation
We invest with patience and discipline, seeking opportunities that can generate lasting value across market cycles.
Client-focused portfolio management
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Average annualized performance target*
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Investment edge
We consider ourselves experts in enabling and new technologies in the healthcare field. We view AI as having a tremendous opportunity to change four key areas in healthcare. Many of the healthcare challenges in the system are well documented, but the industry needs a solution to survive. We believe AI and emerging technologies have the potential to transform healthcare by improving efficiency, expanding access, enhancing outcomes, and reducing system-wide costs.
Portfolio Management
Active portfolio construction and ongoing management
Risk Management
Distinguish commercially scalable solutions from academic promise
Allocate
Build positions early where the risk/reward is asymmetric
Key numbers
Portfolios under management
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Investment decisions executed
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Client retention rate
0%
Strategic Investment Solutions
We invest across changing market conditions with a focus on disciplined execution and strong risk-adjusted returns.
Discretionary Portfolios
Fully managed portfolios tailored to individual investor profiles.
Investment Strategies
Low Relative Valuations
Moderate healthcare valuations
Growth in innovation-driven sectors
Alpha generation opportunities
AI reshaping healthcare models
Potential for valuation expansion
Delivering on AI
Long-term growth in AI-driven healthcare
Focus on diagnostics and workflow automation
Expansion of imaging and predictive analytics
Scalable platforms with growth potential
Opportunity for valuation expansion
Early Movers
Healthcare and technology expertise
Early identification of innovation
Long-term growth focus
Early trend recognition
Innovation-driven healthcare growth
Navigating Complexities
Over 20 years of healthcare industry experience
Deep understanding of scientific and regulatory landscapes
Expertise navigating complex healthcare markets
Focus on uncovering under followed opportunities
High-conviction, forward-looking investment
Important Information
Wiley is led by investors and operators with deep experience in portfolio management and real-world healthcare. We keep the experience personal: direct access and clear communication.
Investing is a blend of art and science. Through a wide spectrum of asset classes, we focus on alpha generating—long/short strategies to optimize client portfolios with the aim of reducing risk and enhancing overall returns. During periods of heightened volatility, our principal objective is to remain disciplined, with an unwavering focus on long-term goals.
All investments are managed in accordance with applicable regulations and internal risk policies. Detailed terms, fees, and disclosures are available upon request.
Talk with Wiley
Talk with us to explore your needs and find the right solution.
Contacts:
ir@wileyassetmanagement.com
203-742-1485
500 West Putnam Avenue
Suite 400
Greenwich, CT 06830