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Despite Healthcare Systems Healing, Hospitals Still Need to Tap into Their Portfolios

Institutional healthcare investors like NEPC are “seeing clients increasingly relying on their operating pools.”

James Comtois

Ken Tropin Plays the Long Game With Graham Capital

“They come to us because we’re known as having a very strict risk culture and philosophy.”

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Three months ago, I found a manager who has been doing just this for two decades without LLMs
Angelo Calvello August 24, 2026