Launch Date: 2026-Q2
ISIN: tbc
Objective of the LILTF
The Lehner Investments Life Tech Fund seeks to generate superior long-term capital appreciation by investing in publicly listed biotechnology and medical technology companies where development efficiency, scientific rigor, and execution quality are materially underappreciated by public markets. The Fund targets mispriced probability, not binary outcomes, with a focus on innovations whose intrinsic value is advancing faster than their equity valuations reflect.
Strategy of the LILTF
The Fund applies a research-driven, high-conviction strategy that exploits scientific and engineering inefficiencies in life sciences by identifying companies with structurally superior development processes, including the qualified application of AI and datadriven workflows. Portfolio construction emphasizes probability-weighted position sizing, diversification across independent failure modes, and active risk management to systematically convert unpriced efficiency gains into repeatable alpha.
Manager’s Performance
The Portfolio Manager combines deep technological literacy, hands-on operational leadership, and capital discipline across biotechnology, medical technology, and AI-enabled healthcare systems. With decades of experience building, scaling, and governing regulated life tech companies, he brings a structurally differentiated perspective to public market investing—focused on process quality, execution risk, and unpriced development efficiency.
Relevant Experience
• Senior operational leadership in high-growth life tech companies, including COO-levelresponsibilities
• Co-leadership of a global SaaS platform serving ~55,000 healthcare professionals (www.archform.com)
• Board-level experience at an AI-enabled MedTech company with global footprint (www.sprintray.com)
• Proven track record in scaling cross-functional teams, workflows, andinfrastructure under regulatory constraints understanding provides a durableedge in Life Tech investing.
His background supports the Fund’s objective of converting unpriced efficiency gains into repeatable, risk-aware alpha for investors