Thanks Lefevre great pickup. I see the interview's with Rory Hunter from (as you said) the boutique fund manager SG Hiscock & Company, of which he's the Portfolio Manager of their Medical Technology Fund. Good to see them on board, presumably they've done their dd.
SGH Medical Technology Fund
To provide long-term capital growth by investing in a portfolio of medical technology companies where innovation plays a crucial role in improving global health and economic outcomes. This includes biotechnology, pharmaceuticals, medical devices & equipment, medical data, information technology (e-health) and robotics.
https://sghiscock.com.au/fund/sgh-medical-technology-fund/
https://sghiscock.com.au/
AGN Media thread, page-85
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