Keraunos Capital
Long-Only Healthcare & Biotechnology Investing
Healthcare & Biotechnology · Founder & Managing Partner
Keraunos Capital is a $200K+ long-only investment fund focused on healthcare and biotechnology. The fund applies fundamental, research-driven analysis across the life sciences ecosystem, evaluating scientific innovation, competitive positioning, financial performance, and valuation to identify compelling long-term investments.
A Focused, Research-Driven Approach
Fundamental Research
Bottom-up analysis of companies, markets, competitive positioning, financial performance, and valuation.
Healthcare & Biotechnology Focus
Sector specialization across biotechnology, pharmaceuticals, medical technology, healthcare services, diagnostics, and healthcare technology.
Long-Term Horizon
Seeks to invest in high-quality businesses over a multi-year horizon, allowing fundamental business progress and compounding to drive returns.
High Conviction
Concentrates capital in a selective portfolio of thoroughly researched investments.
Investment Universe
Keraunos researches publicly traded companies across healthcare and biotechnology, where scientific innovation, technological change, regulation, and complex competitive dynamics create opportunities for differentiated fundamental research.
Biopharma
Biotechnology and pharmaceutical companies, from clinical-stage innovators to diversified franchises.
MedTech
Medical technology and device manufacturers.
Healthcare Services
Providers, payers, and care-delivery platforms.
Life Sciences Tools & Diagnostics
Instruments, consumables, and diagnostics underpinning research and clinical care.
Digital Health / Healthcare Technology
Software, data, and technology-enabled healthcare businesses.
From Research to Investment
A disciplined, repeatable process designed to generate differentiated insights and support high-conviction decisions.
The process integrates scientific, industry, and financial analysis to develop a comprehensive view of each potential investment.
Keraunos Capital
Keraunos Capital is a $200K+ long-only investment fund focused on healthcare and biotechnology. It reflects my interest in applying rigorous fundamental investing to industries where scientific understanding and financial analysis increasingly intersect.
Keraunos derives from the Greek word for thunderbolt, representing conviction, decisiveness, and concentrated impact.