Why Healthcare + AI

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.

Overview

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.

We seek to generate strong returns while carefully managing risk across market cycles.

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
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Strategic Investment
Solutions

We invest across changing market conditions with a focus on disciplined execution and strong risk-adjusted returns.

Wiley Asset Management
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
 
Identification of broader thematic healthcare trends
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
Investment Strategies: Moderate and Aggressive Growth
Early Movers
  • Healthcare and technology expertise
  • Early identification of innovation
  • Long-term growth focus
  • Early trend recognition
  • Innovation-driven healthcare growth
Analysis of financial statements and core growth drivers
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
Artificial Intelligence in Healthcare Financing and Fundraising

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