iRhythm Technologies, Inc.

BCM provides investment services to clients on an individual basis, taking into consideration each client's investment objectives, goals, circumstances, and investment needs. When selecting securities and determining the total amount to be purchased or sold, the firm observes the investment policies, limitations and restrictions of the client accounts for which it advises. Their primary approach in evaluating securities is fundamental analysis. The investment strategy employed by BCM generally involves establishing long-term positions. The principal drivers for their sell discipline are: (1) when the fundamentals that spurred the original investment change adversely; (2) the security becomes overvalued, or; (3) it is determined that the security has been an investment mistake. Short sales, margin transactions and options (in all forms) are not utilized.

Jackson Square generally pursues an investment strategy of long-term capital growth and seeks to add value primarily through securities selection. The firm primarily recommends equity securities of US and non-US issuers, although it recommends a variety of securities and does not limit its recommendations to a particular type of security. Jackson Square uses a bottom-up approach to select securities they believe have large end market potential or dominance of a profitable niche market, superior business models, and strong free cash flow generation that are attractively priced compared to the intrinsic value of the securities.

Rock Springs’ funds aims to generate capital appreciation through investments in a combination of public and private securities of companies in healthcare and healthcare-related industries. The funds focus mostly on public equities, utilizing a long-term, research-intensive approach to investing in healthcare and healthcare-related industries, with a particular emphasis on those companies and/or products that Rock Springs believes serve critical unmet needs.

Novo Ventures is an active manager which provides funding for early and later-stage capital requirements, and provides management support. The firm invests in both public and private companies from Northern Europe and the United States. Novo Ventures targets companies operating in the health technology and health services sector, and industries such as biotechnology and medical specialties. It looks to take minority stake positions in its investments, as well as a seat on the board.

Synergy Life Science Partners focuses on investments in private, US early-stage medical device companies and emerging companies combine medical devices with therapeutic payloads such as drugs or biologics. The firm focuses on early-stage companies operating in large therapeutic areas including: cardiovascular, orthopedics/spine, ophthalmology, obesity/diabetes, oncology, gastro-intestinal disease, central and peripheral nervous system, aesthetics, genito-urinary and respiratory disease. They look for companies with productive, domain-experienced management teams and big ideas that are backed with focused, capital efficient, clinically-driven development plans and sound business models. Synergy Life Science Partners also looks for companies with unchallenged intellectual property that can maximize the platform's potential. Companies must have predictable and capital efficient regulatory and clinical paths and clear paths to procure adequate reimbursement. The firm invests in early-stage companies that are raising their first or second round of venture financing, that have met proof-of-concept. Synergy invests a portion of their funds in opportunities originated through Synecor, a medical incubator founded in 2000 by Richard Stack and Bill Starling.

California HealthCare Foundation invests in companies located in US. The firm targets companies operating in the fields of health care services and information technology services. They provides financing for debt and buyout transactions.