Philosophy

Timing is a key element to market success. At Koroit Capital, we place special emphasis on properly timing the cyclicality of the healthcare space through accurate predictions of macroeconomic factors, as well as the identification of geopolitical and political regulatory risks. Changes to global healthcare regulations stemming from the rise of free-trade deals such as the TPP, domestic political reform within the United States, internal FDA regulatory reform, and extraneous political pressures exerted upon big pharma and the healthcare sector as a whole, create a constantly changing investing landscape in which an in-depth understanding of the regulatory and political process is just as vital as a comprehensive understanding of the financial and scientific aspects of the investments.