Our Insights
The Investment Environment + Last Month in Borna Health Fund
When a medtech management team leads with “We are Selling the Bundle” it is time to sell the stock. Medtronic illustrates the point.
The articulated ‘selling the bundle’ strategy is most important for what it leaves unsaid. It does not say, “We have the best products.” It does not say, “We have cutting edge technology.” It does not say, “Our devices will help you get the best outcomes for your patients.”
Nine Reasons to Invest in Medical Technology Companies
At Borna Health Fund, we typically have 80% of our assets invested in Medical Technology (Medtech) companies. Here is why.
ESG - A Force for Good That We Rarely Use
Periodically an investor asks about the role that environmental issues, social issues, and corporate governance (ESG) plays in the Borna investment process. ESG evaluation programs rate most public companies by these metrics and many companies fund internal programs to improve them.
Four Key Pillars to a Med-Tech Company’s Online Presence
81% of US adults use the internet every day, and the web has become a primary resource for researching a company or a medical procedure.
