Healthcare
Innovators Fund
The Healthcare Innovators Fund is a long/short equity strategy focused exclusively on the healthcare sector, with a dedicated emphasis on artificial intelligence and an integrated macro overlay. We specialize in identifying enabling platforms and next-generation technologies that are reshaping the healthcare landscape. We believe AI represents a transformative opportunity across four key areas of healthcare, driving meaningful improvements in outcomes, efficiency, and cost.
Strategy at a glance
Our fund targets scalable healthcare companies leveraging AI to redefine diagnostics, therapeutics and care delivery. We seek businesses that drive earlier detection, personalized treatment and data driven decision making to enhance outcomes and reduce costs, while underweighting companies that fail to integrate these technologies and face market share erosion.
AI converts vast healthcare data into meaningful insights that enhance efficiency, scalability, and outcomes.
The COVID-19 pandemic accelerated the adoption of AI-driven healthcare technologies, including robotics, diagnostics, medical imaging, and telemedicine.
Demographic trends, supportive policies, advances in machine learning, and greater industry collaboration are accelerating AI adoption across healthcare.
AI is enabling faster development, predictive care, personalized medicine, and improved clinical outcomes.
Healthcare demand is rising faster than the system’s capacity. Workforce shortages and operational burden create a sustained need for solutions that improve efficiency and outcomes. We focus on practical innovation: where adoption, workflow fit, and incentives are clear.
What we look for
Investment edge
We consider ourselves experts in enabling and new technologies in the healthcare field. We view AI as having a tremendous opportunity to change four key areas in healthcare. Many of the healthcare challenges in the system are well documented, but the industry needs a solution to survive. We think we’re the right team and have the experience to identify winners and losers in this field.
Advancing healthcare technologies are creating opportunities for long-term value creation.
Scalable AI solutions can drive revenue growth, margin expansion, and enhanced valuations.
Our industry expertise helps uncover transformative healthcare opportunities ahead of the market.
Over 20 years of healthcare experience helps us identify overlooked opportunities and invest with conviction.
Our Process
Portfolio
construction
We build portfolios from the ground up, with each holding serving a distinct purpose within the overall strategy.
30-50 (long & short)
3-12 Months
Gross 200%-300%
Net 80-90%
Small
Medium
Large
Risk
managment
A disciplined investment approach focused on risk management, diversification, and attractive risk-adjusted returns.
Portfolio Diversification across market segments, investment strategies, and risk factors.
Disciplined Position Sizing with individual positions generally capped at 10% of NAV and scaled by conviction.
High Liquidity Focus through investments in liquid, publicly traded securities.
Risk Controls & Monitoring through VaR analysis, stop-loss parameters, drawdown limits, and ongoing exposure oversight.
Terms
A high-level summary. Full terms are provided through offering documents and qualified channels
Service Providers
Institutional partners supporting
fund operations
Important Information
Wiley is led by investors and operators with deep experience in portfolio management and real-world healthcare. We keep the experience personal: direct access and clear communication.
Wiley is built by experienced investors and healthcare operators who understand both capital markets and the realities of delivering care.
We prioritize transparency, disciplined execution, and direct access—offering investors a thoughtful, hands-on partnership grounded in expertise and accountability.
Talk with Wiley
Talk with us to explore your needs and find the right solution.
