First Light Asset Management - aVenture Asset Manager Research
Location
Edina, MN, US
Founded
2013
First Light Asset Management specializes in healthcare investments across various market capitalizations and sectors. The firm focuses on biotech, medical devices, healthcare IT, specialty pharma, diagnostics, life science tools, and healthcare services. Their strategy targets less-crowded micro- to mid-cap stocks, seeking inefficiently priced opportunities through in-depth fundamental research.
Notable portfolio companies include Caris Life Sciences, NeoGenomics Laboratories, and Sonendo. First Light employs a conviction-based weighting approach, allocating capital to investments that demonstrate strong potential based on their thorough analysis. The firm's exclusive focus on healthcare and diversified industry exposure within the sector provides a specialized investment perspective for their clients.
First Light Asset Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages