Our Opportunity
“The first half of the twentieth century… featured a revolution driven by physics [including] transistors and space ships, lasers and radar. The second half of the 20th century was the information era… this led to the development of the microchip, the computer and the internet.. Now we’ve entered a third, and even more momentous era, a life science revolution.”
The intersection of life sciences and technology is creating a foundational shift in healthcare, a >$4T market.
We look for disruptive companies in key areas of healthcare transformation: artificial intelligence, longevity, deep technology, and data-driven care.
Bedford Bridge is taking a thesis driven approach to target key innovations that can transform subsegments at scale.
Our core themes are focused on companies with unbounded scale without binary risk.
Markets
Healthcare is undergoing a foundational shift. We invest in healthcare companies at the center of this disruption, primarily in Northern America, though we will pursue opportunities in Europe and Asia opportunistically.
Trends
Four pillars of healthcare and technology convergence (artificial intelligence, longevity, deep technology, and data-driven care).
Companies
We try to find companies that are built to scale, with strong moats, and outstanding management talent that operates with focused execution and financial discipline.