
Led by a team of proven founders, investors, portfolio managers and operators, we are focused on capitalising on opportunities created by:
New specialties in developed markets driven by the rapidly aging global population
Growing demand for quality education and healthcare (i.e. the burgeoning middle class)
The disruptive impact of technology on our focus sectors
Headquartered in Australia, HEAL is a global opportunities fund manager with a focus on the North America, Asia-Pacific and Europe. These are markets where we have a long and successful track record of investing and have deep networks.
HEAL incorporates ESG principles into our investment approach. Please refer to the Responsible Investment section below for further details.
Partnership Model
Our overarching approach to investment is one of partnership, wherein each party brings their skills and experience to bear for the greater good of the business. We actively engage with and support professionals to build an environment that allows them to deliver the best outcomes and experiences for patients and students without interfering with their clinical or teaching approach:
Healthcare, Education and Lifestyle professionals focus on leveraging their extensive technical skills to deliver best outcomes and experiences
HEAL Partners provide business management, operational, marketing, financial and deal making support to optimise performance and capture revenue opportunities
Target Deal Criteria
HEAL Focuses on Scale Up, Not Start Up
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Disruption
Focus on HEAL sectors and themes of med/ed-tech disruption, growing middle class and/or new specialities in developed markets.
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Retailisation
Potential for "retailisation" Creating a direct to customer retail and marketing relationship in the health and education sectors.
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Expertise
Identifiable areas we can add value via our operational expertise and extensive networks.
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Revenue
Proven Revenue Model & Scale Potential; Replicable business models in multiple markets.
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Moat
Significant and Defensible Competitive Advantage.
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Team
Quality Management Team "Jockeys, not Horses".
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Sustainability
ESG: Promotes Socially Responsible Business Practices, and Long-Term Sustainability.
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Partnership
Potential to deploy HEAL’s Partnership Model.
Responsible Investment
HEAL Partners is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
We are committed to integrating environmental, social and governance (ESG) considerations into our investment practices. We aim to partner with our portfolio businesses to foster positive change, promote long-term sustainability and encourage socially responsible business practices.
A copy of HEAL Partners’ ESG Policy can be found here.
PRI’s six principles include:
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01
We will incorporate ESG issues into investment analysis and decision-making processes
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02
We will be active owners and incorporate ESG issues into our ownership policies and practices
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03
We will seek appropriate disclosure on ESG issues by the entities in which we invest
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04
We will promote acceptance and implementation of the Principles within the investment industry
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05
We will work together to enhance our effectiveness in implementing the Principles
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06
We will report on our activities and progress towards implementing the Principles
