Our Investment Thesis

We believe that one of the clearest opportunities for long-term investment today lies in health services for the senior population. The foundation of this thesis rests in two pillars: demographic inevitability and healthcare needs remaining one of a few constants after the cataclysmic shifts that AI will bring.

Advances in medicine and lifestyle have increased longevity, while falling birth rates mean that older adults make up a growing share of society. This is not simply about people living longer—it is about their desire to live better longer. Seniors increasingly expect to remain active, productive, and independent, with a sustained quality of life. Meeting these aspirations requires more than episodic medical intervention; it demands continuous, coordinated, and human-centered health services. This creates a powerful, enduring demand that will grow in scale and sophistication for decades to come.

Overlaying these demographic shifts is the uncertainty of a world being reshaped by artificial intelligence. AI is already transforming industries by automating tasks, reconfiguring value chains, and challenging long-held assumptions about where profit pools will reside. Yet amidst this uncertainty, one thing is absolutely certain: the need for senior health services will not diminish. On the contrary, the human element at the core of elder care will become even more valuable. While algorithms may enhance diagnostics, streamline administration, and optimize resource allocation, they cannot replicate the empathy, trust, and hands-on support that older patients require. As AI unlocks efficiencies across the healthcare system, the relative importance of senior-focused services—anchored in human care but strengthened by technology—will only increase.

This convergence of demographic inevitability and technological disruption makes senior health services a rare investment opportunity. The demand side is locked in by the biology of aging and the social aspiration for healthier, more independent lives. The supply side is being reshaped by AI in ways that will elevate, not erode, the role of human-centered care.

Shaping a Future of Living Better, Longer