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The healthcare industry is characterized by complex and confusing interconnections among patients, physicians, provider institutions, payors, and producers as well as a great variety of middlemen, sub-contractors, and regulators. For example, the provision of specialty pharmaceutical services requires coordination among hospital discharge planners, attending physicians, and drug suppliers for specialized nursing, expedited delivery, and payer pre-authorization. This complicated environment has necessitated a new class of distributor to meet these needs.

To capitalize on this development, we invested in Crescent Healthcare, a platform company with strong regional market share in specialty pharmaceutical distribution and services. Because of our strong interest in infrastructure-driven businesses, our investment in Crescent was the genesis of a targeted, top-down sector calling program. Similarly, PharmaLogic, which operates nuclear pharmacies in strategically-identified rural areas across the country, capitalizes on the dynamic of operating where providers need their services most.

Going forward, we believe that companies that have the ability to master select elements of healthcare infrastructure will continue to provide superior financial returns.
 
 
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