Thematic Investing
Long-term changes in demographics, science and technology can reshape industries and create investment opportunities.
Here, I share my research and perspectives on these shifts, with a particular focus on women's health and healthcare innovation. I examine where opportunity is emerging, the risks to consider and how investors can gain exposure.
The Precision Premium
The Precision Premium
A new article setting out the thesis in full.
Explore the Precision PremiumThe potential value created when a more precise understanding of biology, clinical needs and lived experience leads to better healthcare and durable businesses.
Women's health is a leading edge of this broader healthcare transition.
The Precision Premium is a term I coined, and the thesis behind Calabar Capital.
Selected articles
Why I Am Investing in Women's Health Now
How demographics, science and technology, and cultural change are shaping the women's health investment opportunity and where I see the strongest potential.
How Do You Actually Invest in Women's Health?
Building an institutional portfolio approach to investing in women's health.
Menopause Competition Heats Up as Biotech’s Exit Market Strengthens
12 August 2026
Three developments in one briefing: new research on how social disadvantage interacts with the long-term health risks of early menopause, a USD 152 million biotech financing, and rising healthcare M&A while venture funding remains subdued.
Follow the thinking.
Join The Billion Dollar Blindspot for research and investment perspectives on women's health and healthcare innovation.
The Billion Dollar Blindspot
Why Women's Health Is the Investment Opportunity of Our Time