Key Areas of Focus

We invest in areas that align with our strategic partners' focus, influenced by factors such as cost of care trends, regulatory shifts and supply/demand imbalances
1
Innovative Care and Reimbursement Models

Payment models that focus on the quality of care instead of volume successfully lower the total cost of care while improving health outcomes and enhancing patient experiences.

  • New payment models are focused on quality of care as opposed to volume, and have proven successful in lowering total cost of care while improving health outcomes and enhancing patient experiences
  • Enormous opportunity to take the learnings of the first movers in the space and apply them to differentiated clinical models focusing on certain populations, delivery modalities or specialties
2
Home-Based Care

Clinical and technological innovations are facilitating better care within the home, which seniors overwhelmingly prefer to hospital, post-acute facilities, or clinic-based alternatives.

  • Clinical and technological innovations are facilitating better care within the home, which seniors overwhelmingly prefer compared to hospital, post-acute facilities, or clinic-based alternatives
  • Home-based care is a large market with significant tailwinds in many investable sub-areas, such as home health, non-skilled care, hospital-at-home and in-home dialysis
  • Up to $265bn worth of care services (representing up to 25% of the total cost of care) for Medicare FFS and MA beneficiaries could shift from traditional facilities to the home by 2025 without a reduction in quality or access
3
Payer and Provider Enablement Solutions

Large, diverse and growing opportunity to provide specialized services to payers and providers allowing customers to focus on core competencies and keep up with rapidly changing market dynamics.

  • Large, diverse and growing opportunity to provide specific services to payers and providers on an outsourced basis that enable them to focus on their core competencies and keep up with changing market dynamics
  • Payers are actively seeking out partners that increase quality, efficiency, outcomes and capabilities to drive growth opportunities
4
Behavioral Health

Meaningful opportunity to approach patient care holistically, with behavioral and medical spend linked to create a comprehensive view of the patient.

  • Increased focus on the significant unmet medical need that exists globally for the treatment of behavioral health conditions that was catalyzed by the COVID-19 pandemic
  • Despite a variety of promising innovations in treatment paradigms, existing practices need professionalization and modernization to operationalize these novel approaches 
  • Meaningful opportunity to approach patient care holistically, with Behavioral and Medical spend linked to create a comprehensive view of the patient
5
Solutions Targeting Underserved Patients

Historically underserved groups have complex and growing needs that must be addressed by novel treatment protocols and financial arrangements.

  • Historically underserved groups have complex and growing needs that must be addressed by novel treatment protocols and financial arrangements
  • Social determinants of health, pediatrics, serious mental illness, rare disease, rural health and Medicaid-focused models are examples of areas where innovation is progressing rapidly