“We don’t just invest — we bring knowledge, network and opportunity,” says Edward De Nor, partner at GHO Capital, as he joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how the firm identifies and scales mid-market health-care companies that enable better, faster, more accessible care. He explains GHO’s investment thesis, its “picks and shovels” strategy and how innovation, not disruption, fuels compounding growth. The two explore case studies like BioAgilytix, the role of AI as an enabler and why boardrooms should obsess over the customer, not just the P&L.

<p>&ldquo;We don&rsquo;t just invest &mdash; we bring knowledge, network and opportunity,&rdquo; says Edward De Nor, partner at GHO Capital, as he joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how the firm identifies and scales mid-market health-care companies that enable better, faster, more accessible care. He explains GHO&rsquo;s investment thesis, its &ldquo;picks and shovels&rdquo; strategy and how innovation, not disruption, fuels compounding growth. The two explore case studies like BioAgilytix, the role of AI as an enabler and why boardrooms should obsess over the customer, not just the P&amp;L.</p>

Vanguards of Health Care is a series of exclusive conversations with management teams and thought leaders discussing changes on the forefront of the industry, including innovations in medical products and technologies, advances in clinical research, new service models, wellness and regulations.

<p>Vanguards of Health Care is a series of exclusive conversations with management teams and thought leaders discussing changes on the forefront of the industry, including innovations in medical products and technologies, advances in clinical research, new service models, wellness and regulations.</p>

Vanguards of Health Care by Bloomberg Intelligence

Inside GHO Capital’s Thesis on Mid-Market Innovation

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/496d51db-4dbc-477b-ae87-b33200bfc215/transcript