Defender Medical Fund
The Defender Medical Fund is strategically designed to generate steady returns for Unit Holders by investing in high-quality healthcare operations, with a primary focus on hospital management. This fund aims to capitalise on the growing demand for innovative medical services while providing long-term societal value through trusted care.
About Fund
The Defender Medical Fund has been established to take advantage of the evolving healthcare landscape, focusing on areas underserved by traditional investment channels. Our investment strategy centres on acquiring and managing healthcare facilities, particularly hospitals, where we believe there are strong risk-adjusted return opportunities. The fund’s approach includes:
Up to 100%
of our portfolio allocated to hospital operations and management
10-15%
dedicated to innovative medical technologies and services
Types of Healthcare Investments
Our portfolio prioritises high-impact, revenue-generating medical investments that align with our core values of innovation, care, and financial sustainability.
Other potential investment areas include:
- Advanced Diagnostic Imaging: We explore scalable diagnostic platforms that improve early detection and reduce long-term system costs.
- AI-Enabled Clinical Workflows: Automation tools that streamline hospital operations, from patient intake to administrative support, ensuring greater efficiency.
- Decentralised & Home-Based Care: Investments in technologies and services that support remote monitoring, home care, and outpatient engagement.
A leading private medical facility providing specialised healthcare services. This hospital is at the forefront of modern medical advancements, ensuring exceptional patient outcomes and efficient healthcare delivery.
How We Invest
The Defender Medical Fund employs a multi-faceted investment approach, ensuring strong financial returns and sustainable healthcare advancements.
Our investment strategy includes:
- Direct ownership of healthcare facilities— ensuring operational excellence and profitability.
- Strategic collaborations with medical institutions promote innovation in treatment and healthcare delivery.
- Equity investments in healthcare technology are promoting digital transformation and cutting-edge medical advancements.
Through active management and rigours due diligence, we ensure that our investments maintain high financial performance while improving healthcare standards.
About the Fund Manager
The Defender Medical Fund is managed by a seasoned investment team with extensive experience in healthcare operations, private equity, and strategic asset management.
Stuart Page
Partner
Stuart is General Partner at Defender AM, with a strong background in business strategy, investment, and operational leadership. He has held senior roles including Managing Director at Page One Capital and Chief Operating Officer at Reacon Group. With over 13 years of executive experience at Horizon Print Management, Stuart brings deep expertise in business transformation and strategic growth. He is a graduate of the Australian Institute of Company Directors and holds additional credentials in direct marketing.
James Manning
Director and Responsible Manager
James leads compliance and fund management at Defender AM. With a background in finance and investment strategy, he holds a B.Bus (Accounting) and an M.Bus (Finance). His expertise spans corporate finance, funds management, and healthcare investments. James also holds leadership positions in Vertua Limited and Mawson Infrastructure, showcasing his strong financial acumen.