Anant Global Healthcare Fund (AGHF) is managed under Intellective Capital Pte. Ltd. Intellective Capital is an independent, research driven, and client focused Asset Management firm headquartered in Singapore. It is registered with and regulated by Monetary Authority of Singapore (MAS). Anjay Kumar is the portfolio manager.
AGHF invests across the global healthcare value chain, with a particular focus on platform / picks & shovels companies. We are driven by science and endeavour to invest in companies which are not simply focused on adding incremental value to human lives, but have the aim and potential, through innovation or disruptive commercial strategies, to alter the treatment landscape entirely.
At AGHF, we merge our passion of investing and creating value for our investors with advancing science to make a better tomorrow – a wider and successful preventive care, a better curative care, supported by easier access.
Managing risk is key to our investment strategy. Rather than treating volatility as a measure of risk, we treat volatility as a source of opportunity and focus our attention on reducing or eliminating the potential for permanent capital loss as our main risk parameter.
Our Approach:
Innovation is the key to value creation. We follow the science but maintain a healthy skepticism. The fund focuses on companies which can transform the healthcare landscape (including enablers), not just add incremental value:
