Investment Strategy
As a holding company, VB Watermark’s focus is to create alternative wealth and
income sources for its Shareholders though leveraging its founder’s deep expertise
in the USD 500b global MedTech universe.
The investment philosophy is to generate consistent beta neutral returns through
careful allocation of firm’s equity and employing its balance sheet into 3 core areas:
Income Generation
In order to generate continuous “carry” for its Shareholders the firm identifies sector specific capital inefficiencies in MedTech value-chain. These include sub-strategies such as accounts receivable factoring, inventory financing and instrument leasing to name a few.
Growth Opportunities
The firm co-invests with Viscogliosi Brothers’ other investment vehicles to secure control rights in late stage revenue generating Companies with a clear path to exit within 18-24 month time frame.
Venture Capital
Through capitalizing its organic ties with MCRA, world’s renowned Clinical Research Organization, VBW identifies and invests in early-stage ventures that have ground-breaking disruptive technologies or dramatic cost cutting solutions with high gross margin and market capture potential prior to achieving inflection points on their path to regulatory FDA (PMA) approval.