Day: July 11, 2025

Business

How One Healthcare Investor Built a $4.6 Billion Healthcare-Only Investment Thesis

While most private equity firms chase diversification across multiple industries, Reeve Waud made a contrarian bet in 1993: focus exclusively on healthcare and software. Three decades later, this specialization strategy has generated approximately $4.6 billion in assets under management and attracted industry titans like Dr. Edith A. Perez to join Waud Capital portfolio companies. The […]

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