The Insider
Meet the Fund Manager
Matt McNamara
Horizon3 Healthcare
The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.
Favourite Investment Ideas
Learn how this heart failure-focused healthcare company has developed an innovative and minimally invasive solution called the Carillion Mitral Contour System that reduces the risk of mitral regurgitation and preserves all future treatment options.
27th October, 2023
Hear how clinical-stage company, EBR Systems has developed the WiSE wireless CRT system which is the only leadless solution that can deliver cardiac resynchronisation therapy for heart-failure patients, with no direct competitors.
27th October, 2023
Biotechnology company, Avecho, has developed a vitamin E product which provides a novel solution for drug delivery, improving solubility, stability, oral bioavailability and dermal/transdermal delivery, aiming to target the US$17.8bn cannabis market in the U.S.
27th October, 2023
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Insights
Matt discusses the ‘Achilles heel’ approach that guides Horizon3 Healthcare’s investment strategy to choosing durable healthcare companies, focusing on novel health technologies with an exit strategy of 4 years.
27th October, 2023
Matt divulges his sector take on why healthcare technology investments leverage long-term tailwinds, including an ageing population, affluent countries seeking the best Western medicine and the demand for growth by acquisition.
27th October, 2023
Listen to Horizon3 Healthcare CIO, Matt McNamara, as he discusses his “Achilles heel” investment strategy which focuses on novel investments for the Horizon 3 Biotech Fund, his healthcare sector outlook which sees healthcare technology investments leveraging long-term tailwinds and his 3 favourite stocks right now.
27th October, 2023
Meet the Fund Manager
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Past Sessions
Andrew Brown East 72 Holdings Ltd
Andrew Brown, Fund manager and Executive Chair has over 40 years experience with equity markets and has worked for the prolific Rothschild family where his fascination with this thematic started.
Daniel Porter PURE Asset Management
Daniel Porter, Portfolio Manager has held analyst roles with global investment banks for over 15 years and covered the Engineering and Mining Services Sector for over ten years. His deep background and experience in the sector underpins PURE’s investment approach.
Luke Winchester Merewether Capital
Luke Winchester, Managing Director and CIO at Merewether Capital, is one of the largest investors in the Merewether Capital Inception Fund. With confidence returning as inflation moderates and economic indicators remain strong, Winchester believes the portfolio is well positioned entering FY24.
Past performance is not a reliable indicator of future performance.
Reach does not assume responsibility for the accuracy or completeness of any information provided, and the views expressed are not reflective of Reach Markets position. Any advice contained within this presentation is general advice and does not consider your personal circumstance, you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only. “Investing is about understanding your risk” and every time you invest in the share market there is a risk of loss. If you are thinking about acquiring a financial product, you should read any relevant Product Disclosure Statement, disclosure documents and Target Market Determination (TMD) available from the issuer.