• Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW


The future of ageing: Medtech solutions for a healthier tomorrow 

The future of ageing: Medtech solutions for a healthier tomorrow 

Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population. 

Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic.

Key insights include: 

  • The global population is ageing rapidly, leading to extended lives, increased prevalence of chronic conditions requiring monitoring and treatment, and greater attention to health care generally. 
  • Due to this ageing dynamic, we see expanding needs for medtech (a combination of the medical and technology fields). 
  • Medtech applies organised technological knowledge to improve health care services’ quality, safety, effectiveness, and efficiency, impacting individuals from prevention to diagnosis to cure. 
  • We view this innovative merging of medicine and technology as a compelling long-term investment opportunity. 

“Societies are aging rapidly across the globe, creating robust demand for medical equipment and treatments to address the health needs of older people. The medtech industry is highly regulated and technologically complex, which helps drive consolidation and the dominance of a select group of highly profitable, scaled businesses.” ~ Daniel Fields, CFA Portfolio Manager & Analyst, Large Company Growth Team 

Download the full whitepaper here: The future of ageing: Medtech solutions for a healthier tomorrow 

The Polen Capital Global Growth Fund owns shares in Siemens Healthineers and ICON Plc. This article was prepared 17 June 2024 with the information we have today, and our view may change. Itdoes not constituteformal advice or professional investment advice. If you wish to trade Siemens Healthineers or ICON Plc, you should seek financial advice.   


Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. The firm’s established team manages US$71 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


find out more


Post your comments