Tribeca Asia Infrastructure Fund (TAIF) has released our latest Asia Infrastructure Insider, where we discuss the trends in ageing demography and a rising middle class in Asia. This is set to have a profound impact on healthcare investments in the region. In addition to travel and tourism, in a post-COVID-19 world, healthcare spending will be another significant component of rising experiential consumption. Asian healthcare continues to be a prime beneficiary of these secular trends. Dive into this comprehensive analysis to discover the strategic opportunities in Asia’s healthcare sector.
At Tribeca Asia Infrastructure Fund, we have around 25% of our portfolio exposed to Asian healthcare infrastructure, with a focus on quality, sustainable growth, dividends and ESG.
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Susanta Mazumdar is the Portfolio Manager for the Tribeca Asia Infrastructure Strategy, which aims to earn superior, risk adjusted total returns through a mix of long-term capital appreciation and cash yield by investing in infrastructure companies across the Asia-Pacific universe using an index-unconstrained concentrated portfolio approach.