Sub Sector Focus
The healthcare sector is experiencing unprecedented long-term growth, driven by breakthrough scientific discoveries and growing healthcare needs across developed and emerging markets. We are in a golden age of innovation, making healthcare one of the most compelling investment opportunities. By focusing on high-science and technical sub-sectors, GHO is building a portfolio that drives long-term, sustainable value whilst delivering better, faster and more accessible healthcare.
Drivers of Sub Sector approach
These thematic trends & technological advances, combined with expanding regulatory and social pressures, make this one of the most attractive periods to be investing in the healthcare sector.
Personalised medicine
Big Data & digital health
Complexity & cost
Pricing
Regulatory complexities
Pandemic-driven Innovations
Staffing & resourcing shortages
Sub Sectors
These drivers affords GHO a unique opportunity to deliver both high returns and high societal benefit by focusing on issue and demand-driven healthcare subsectors.
01
BioPharma
Reimagining the Future of BioPharma
The BioPharma sub-sector is experiencing rapid growth driven by advances in personalized medicine, biotech innovation, and data analytics. Spanning diverse segments from drug discovery to distribution, significant opportunities for strategic consolidation are emerging. Our ever-expanding knowledge of human biology combined with the growing potential of technology is supporting the development of highly sophisticated personalised medicines. With our proven track record of successful investments and robust portfolio of companies, GHO is well-positioned to capitalise on these market dynamics and the sector's continued expansion. The combination of technological advancement, outsourcing trends, and our deep industry expertise makes BioPharma one of GHO’s most promising investment areas.
02
MedTech
Elevating Healthcare Delivery Through MedTech Innovation
The global MedTech industry is driving healthcare innovation through advanced diagnostic and treatment technologies. With favourable regulations and strong market fundamentals, the industry consistently outperforms market indices and shows significant growth potential. GHO strategically focusses on identifying MedTech product businesses, CDMOs and CROs that play to high growth therapeutic areas. By implementing our proven operational playbook and driving expansion in these carefully selected companies, we're positioned to deliver sustainable growth across our MedTech portfolio.
03
Advisory & Data
Empowering Smarter, More Strategic Decision-Making
The Advisory and Data sector is essential for navigating the complex drug product lifecycle, offering critical consulting, analytics, and commercial support. As drug development becomes more resource-intensive, BioPharma clients are increasingly seeking specialised expertise to navigate complex decision making. We see exceptional opportunities to build differentiated, scaled platforms through unique capabilities and strategic M&A. With the growing complexity of drug pipelines and outsourcing trends, we are primed to capitalise on this expansion and create greater efficiencies while delivering outsized returns.
04
Life Science Tools & Diagnostics
Advancing Scientific Discovery and Precision Healthcare Through Innovative Tools
The Life Science Tools and Diagnostics (“LST & Dx”) sector fuels therapeutic and diagnostic advancements through hardware, reagents, and software. This dynamic ecosystem combines strong fundamentals with emerging technologies, creating significant opportunities to invest in high-growth platforms and consolidate promising early-stage assets. GHO's deep sector expertise positions us to identify trends early, capitalise on the market's exceptional growth potential, and advance next-generation healthcare solutions through strategic investments and operational excellence.
05
HealthTech
Transforming the Future of Well-Being with Integrated Healthcare Solutions
The rapidly evolving HealthTech sector is transforming healthcare through innovations in personalised medicine and AI. Healthcare providers and pharmaceutical companies are increasingly harnessing data analytics to enhance decision-making and operational efficiency, driven by rising cost pressures and the demand for streamlined processes. With attractive business models combining high margins and low capital requirements, HealthTech represents a compelling investment opportunity. GHO is strategically positioned to identify and support innovative companies driving this digital transformation, helping deliver more efficient and accessible healthcare solutions for the future.