Description

Managed by LDIC Inc., the Healthcare Special Opportunities Fund is a closed-ended, balanced mutual fund primarily investing in public equities and fixed income securities across developed markets. It strategically targets growth-oriented companies within the medical and healthcare sectors, particularly those with mid and small market capitalizations. The fund constructs its portfolio using a comprehensive approach that combines both fundamental and quantitative analysis, integrating top-down and bottom-up research methods. Its performance is measured against the MSCI World Healthcare Index, and portfolio decisions are informed by dedicated in-house research. The fund was established in the United States on June 26, 2015.