Santa Cruz Investment Management, 8044 Soquel Dr, Aptos, CA 95003, US

Palo Alto Investors LP (PAI) is a physician-led investment firm based in Santa Cruz, CA. With over 30 years of experience, PAI conducts deep, fundamental research to identify long-term investment opportunities for high net worth and institutional investors. Their unique perspective, gained from years of practicing medicine, allows them to uncover companies in the healthcare sector that are misunderstood or mispriced, using a disciplined, bottoms-up approach. PAI's commitment to trust and alignment of investment interests is reflected in their intensive research process, which can take six months or longer before establishing an initial position. Employing a team of experienced professionals, including research analysts with extensive industry knowledge and clinical expertise, PAI focuses on pharmaceutical, medical device, and biotechnology companies. Led by co-managing members Joon Yun, MD, CFA and Patrick Lee, MD, PAI's research team brings a collective investment experience of over 65 years. Their dedication to continuous learning and comprehensive understanding of every company in their portfolio sets them apart in the investment management industry. PAI's mission is to make money for their clients by investing for the long term based on fundamental and original research.Generated from the website

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