MedTech Under The Microscope Ep2 - Novel technologies can address large unmet medical needs
Loading player...
In the second episode of its MedTech podcast, Citywire Selectors meets Paul Loudon, investment manager at Walter Scott & Partners.
Loudon, who oversees the BNY Mellon Long Term Global Equity fund, talks about his long-term, high conviction strategy and the best way to access medical technology products and companies with a long runway for growth.
At the core of his approach is the aim to invest in MedTech business solutions that benefit all three key stakeholders: the patient, the health system, and the investor.
Artificial heart valves & hemodynamic monitoring company Edwards Lifesciences, together with robotic surgery company Intuitive Surgical, sit at the top of the list of healthcare holdings within the fund. While the equipment produced by both companies is equally expensive and sophisticated, it provides safer and effective procedures, which make the investment worthwhile in the medium-long term.
This episode was recorded on February 4 (2022).
Loudon, who oversees the BNY Mellon Long Term Global Equity fund, talks about his long-term, high conviction strategy and the best way to access medical technology products and companies with a long runway for growth.
At the core of his approach is the aim to invest in MedTech business solutions that benefit all three key stakeholders: the patient, the health system, and the investor.
Artificial heart valves & hemodynamic monitoring company Edwards Lifesciences, together with robotic surgery company Intuitive Surgical, sit at the top of the list of healthcare holdings within the fund. While the equipment produced by both companies is equally expensive and sophisticated, it provides safer and effective procedures, which make the investment worthwhile in the medium-long term.
This episode was recorded on February 4 (2022).
