Disrupting Healthcare Investing: Dhruv Vig Reveals the ETF Blind Spot in Health Tech
Rhea-AI Summary
Langer Holdings (NYSE:LGHT) CEO Dhruv Vig reveals critical flaws in traditional healthcare ETF models and introduces an innovative solution through active management. The company has launched the first pure-play health tech ETF, addressing a significant market opportunity as the U.S. AI healthcare market is projected to grow from $8.45 billion in 2024 to $194.88 billion by 2034.
Vig highlights that out of 6,000 companies classified as healthcare, only about 100 companies qualify as true health tech (generating 51% revenue from tech-enabled healthcare solutions). The company's approach involves expert-driven curation instead of passive indexing, with an investment committee comprising healthcare industry specialists to ensure authentic health tech exposure.
According to Deloitte, active management ETFs are expected to attract $10 trillion in new inflows over the next decade, matching projected AI market value creation.Positive
- Launch of first pure-play health tech ETF addressing market inefficiencies
- Expert-driven active management approach ensures authentic health tech exposure
- Massive market opportunity with AI healthcare projected to reach $194.88B by 2034
- Rigorous selection criteria identifying genuine health tech companies
Negative
- Only about 100 companies out of 6,000 qualify as true health tech
- Current market classification systems are inadequate and misleading
- Legacy ETF models potentially undermining healthcare innovation returns
News Market Reaction – LGHT
In the Sep 3 session, LGHT declined 0.44%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Dhruv Vig, founder and CEO of Langer Holdings, reveals how legacy investment models are failing to capture health tech's true potential, and why active management with AI-driven curation is revolutionizing healthcare ETFs.
The Wild West of Health Tech Classification
Traditional ETF providers are drowning in what Vig calls "the wild, wild west" of public markets misclassification. Companies gaming the system with healthcare buzzwords are being lumped together with legitimate health tech innovators, creating a mess that passive algorithms cannot untangle. "Everything's misclassified now," explains Vig. "You have companies saying they're healthcare companies, but when you look closer, they're cannabis companies. Cannabis is not healthcare."
The problem runs deeper than simple mislabeling. Vig discovered that genuine health tech companies—those driving
"You can't trust an algorithm to this," Vig emphasizes. "You have to have experts who can clean up the public markets and set the industry standard."
Active Management: The Future of Precision Investing
Langer Holdings represents a fundamental shift from passive indexing to active, expert-driven curation. Rather than relying on outdated algorithms that scrape news articles for healthcare keywords, Vig assembled an investment committee of healthcare industry experts spanning pharma, devices, diagnostics, clinical practice, hospital management, and insurance. This team evaluates every company against strict criteria, ensuring
"We're not just building another ETF," Vig explains. "We're setting the industry standard definition for health tech and creating a pure play where investors can trust that all holdings truly belong in this space." The active management approach allows for real-time adjustments as the healthcare landscape evolves, something passive indices fundamentally cannot provide.
According to Deloitte research, active management ETFs currently represent about
Links
Disrupting the ETF Status Quo: How AI Is Rebuilding Health Tech Exposure, with Dhruv Vig
LinkedIn: https://www.linkedin.com/in/dhruvkvig/
Company website: https://langarfunds.com/
Company LinkedIn: https://www.linkedin.com/company/langar-holdings/
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About Dhruv Vig:
Dhruv Vig is redefining how we invest in healthcare innovation. As the founder and CEO of Langar Holdings, he launched the first-ever pure play HealthTech ETF (NYSE: LGHT), giving everyday investors access to the transformative power of AI in healthcare. By merging capital markets expertise with deep sector knowledge, Vig is pioneering a new investment model that fuels the technologies shaping the future of medicine.
Before founding Langar Holdings, Vig held key roles at Silicon Valley Bank (SVB), where he built global strategic relationships, published thought leadership, and advised HealthTech companies on buy-side M&A. Earlier in his career, he co-founded Decoded Health, a primary care-focused HealthTech startup, and was part of the SRI Ventures team, helping spin out pioneering companies from Stanford Research Institute.
Vig holds a Ph.D. from the University of
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Karla Jo Helms is the Chief Evangelist and Anti-PR® Strategist for JOTO PR Disruptors™. Karla Jo learned firsthand how unforgiving business can be when millions of dollars are on the line — and how the control of public opinion often determines whether one company is happily chosen, or another is brutally rejected. Being an alumnus of crisis management, Karla Jo has worked with litigation attorneys, private investigators, and the media to help restore companies of goodwill into the good graces of public opinion — Karla Jo operates on the ethic of getting it right the first time, not relying on second chances and doing what it takes to excel. Helms speaks globally on public relations, how the PR industry itself has lost its way, and how, in the right hands, corporations can harness the power of Anti-PR to drive markets and impact market perception.
References
- Towards Healthcare. "
U.S. AI in Healthcare Market to Expand at36.97% CAGR till 2034." Towardshealthcare.com, Towards Healthcare, 21 Aug. 2025, towardshealthcare.com/insights/us-ai-in-healthcare-market-sizing. - Health Affairs INSIDER. Artificial Intelligence in Health Care. 2025.
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