Longevity series (Part 2): It all starts with data

In the second part of our longevity series, we focus on an area that is becoming increasingly important for investors: the digitalization of healthcare. While many investors initially associate longevity with new medicines or medical breakthroughs, some of the most attractive growth opportunities are emerging much earlier in the value chain, in the collection, analysis and use of health data.

The reason is simple: increasing life expectancy poses major challenges for healthcare systems worldwide. As populations age, the prevalence of chronic diseases is rising, while pressure on costs and resources is increasing. Extending healthy lifespans requires earlier disease detection, more efficient treatment management and increasingly data-driven medical decision-making.

This is where digitalization comes into play. Continuous monitoring, connected medical devices, artificial intelligence and digital health platforms are changing how diseases are detected, treated and monitored. Rather than intervening only after symptoms appear, the focus is increasingly shifting toward prevention, early detection and continuous health monitoring. Healthcare is thus gradually evolving from a reactive treatment model toward a preventive one.

Companies that collect and analyze health data and translate it into better treatment outcomes are addressing some of the biggest challenges facing modern healthcare systems. At the same time, they benefit from several long-term growth drivers such as demographic change, rising healthcare spending, technological innovation and the increasing integration of artificial intelligence into clinical processes.

Against this backdrop, the Bellevue Digital Health (Lux) Fund offers targeted exposure to companies that stand to benefit from the digitalization of healthcare. The fund invests in market and innovation leaders across the entire digital health value chain.

Key investment areas:

• Digital patient monitoring – companies that continuously collect health data, enabling earlier intervention
• Diagnostics and prevention – technologies for the early detection of health risks
• Healthcare IT and data analytics – platforms that translate health data into clinically relevant insights
• Artificial intelligence in healthcare – solutions for automation, decision support and efficiency gains
• Innovative medical technology – companies that are setting new standards in diagnostics and treatment

The investment universe comprises companies that collect and process health data and translate it into clinically relevant insights, thereby laying the foundation for a more efficient and prevention-focused healthcare system.

Of particular interest to investors is that many digital health segments already have established business models, while their market penetration still offers significant growth potential. This trend is being driven by the growing importance of health data. Continuous glucose monitoring systems, digital cardiovascular monitoring and connected diagnostic solutions now provide significantly more data. As a result, the focus is increasingly shifting from treating existing diseases toward early detection and prevention.

At the same time, the combination of sensors, data analytics and artificial intelligence is creating new business models with high barriers to entry. Each additional measurement expands the data pool, enabling more accurate predictions and increasing the value of applications.

However, digitalization is not limited to prevention and monitoring. It is also opening up new growth markets in treatment. One example is robotic surgery, which is becoming increasingly widespread worldwide. Although around 3 million robotic soft-tissue procedures were already performed in 2025, the long-term market potential is estimated at around 22 million procedures. Despite their growing importance, many areas of digital healthcare are therefore still at a relatively early stage of development.

• More than 80% direct exposure to the key drivers of the longevity trend*
• An additional 10% to 20% indirect exposure through the broader healthcare ecosystem
• Focus on companies that benefit from the digitalization of healthcare

Exposure to structural growth trends such as prevention, data analytics, automation and artificial intelligence in healthcare

For investors, this offers an opportunity to participate in a long-term structural trend that combines medical progress with attractive growth prospects. If longevity means detecting diseases earlier and increasing the number of healthy life years, then this trend starts with data – and with the companies that make this data usable.

Learn more about longevity in healthcare and our investment solution.