contact investors biographies About Hedge Funds About Centurion

      



Established in 2006, Centurion Capital recognized a need for a product that could generate superior returns over a long period of time regardless of economic climate and independent of market conditions. The Centurion Capital Fund (the "Fund") focuses on the global healthcare market. The Fund primarily invests in publicly traded companies dealing with healthcare services, medical devices, diagnostics, pharmaceuticals, and biotechnology. The firm may identify a private investment opportunity that the fund may invest in. It is our contention that the quest for earlier diagnosis and treatment, innovative cost effective modalities and affordable delivery of healthcare services in developed and emerging economies will drive this sector for years to come.

The management employs both long and short investment strategies depending on individual securities and market conditions. The Fund, however, is predominantly long oriented with moderate portfolio turnover and tax efficiency.

FIRM OVERVIEW:

  • Centurion was founded by Dr. William Wolkstein, Portfolio Manager and Joseph Gamberale, Principal
  • The Fund was established March 2006
  • Generated a 30% cumulative return since inception*
  • Currently manages approximately $21 million in assets
  • Annualized return of 11.80% as of June 2008
*Net of management fee

INVESTMENT PROCESS:

  • Centurion is a focused long / short healthcare equities fund
  • Thematic investment approach to healthcare industry
    • Cost reduction containment
    • Making healthcare more affordable
  • Employs a fundamental based investment process
  • Targets leading companies with solid growth prospects
  • Invests in a diversified portfolio of 25 Ð40 companies