Columbus Circle Investors Sees Amazon Risk For Healthcare Supply Chain Companies

Columbus Circle Investors began life in 1975 and has since grown to become a $15 billion institutional money manager. The firm runs seven strategies one of which is the $1 billion CCI Healthcare strategy.

According to a 2016 interview with the Columbus Circle Investors Healthcare team published in the Hedge Fund Journal, CCI Healthcare “identifies companies undergoing change, where that change is not appreciated by investors." More specifically, the team aims to "identify change that can be thematic or company-specific that leads, on the long side, to accelerating sales, improving gross margins and cash-flows and where investors do not realize the potential value,” according to senior managing director and portfolio manager, Oliver Marti.

And according to the firm's second quarter...