Investment Focus » Provider-based services

The structures through which patient care is ultimately delivered to patients are undergoing continuous evolution, driven by new technology, innovative therapies, patient preference, and learning-curve improvements in the cost and safety of common procedures. Our investment in OnCURE Medical, for example, is benefiting from patient and physician preference for performing both traditional and novel cancer treatments in an outpatient setting. We believe that attractive investment opportunities will continue to be presented by businesses that anticipate the migration of capacity and demand that are driven by these trends, as well as by the shifts in reimbursement patterns that reflect them.

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