Investment Focus » Infrastructure-focused businesses

The healthcare industry is characterized by complex and confusing interconnections among patients, physicians, provider institutions, payers, producers, as well as a great variety of middlemen, subcontractors, and regulators. For example, the provision of specialty pharmaceutical services requires coordination among hospital discharge planners, attending physicians, drug suppliers, specialized nursing, expedited delivery, and payer preauthorization. This complicated environment has necessitated a new class of distributor to meet these needs. To capitalize on this development, we invested in Crescent Healthcare, a platform company with strong regional market share in specialty pharmaceutical distribution and services. This investment was predicated on our strong interest in infrastructure-driven businesses and we believe that companies that master selected elements of healthcare infrastructure will continue to provide superior financial returns.

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