Tōkum Strategy: Perella Weinberg Partners

Healthy profits

Keeping people out of hospital will bring efficiencies and lower healthcare spending

Healthcare, no matter the country or its relative wealth, is a touchy topic. Emotions run high when debating the merits of putting less (or more) money into a state health system. For developed countries, it is particularly worrying as the ability of governments to provide healthcare for an increasingly ageing population that is expected to live longer comes into question.

Running a hedge fund strategy based on healthcare is equally tricky. But Emile Westergaard, partner and portfolio manager of