Disrupting Healthcare Investing: Dhruv Vig Reveals the ETF Blind Spot in Health Tech
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.Langer Holdings (NYSE:LGHT) - Il CEO Dhruv Vig mette in luce le criticità dei tradizionali ETF sanitari e propone una soluzione innovativa basata sulla gestione attiva. La società ha lanciato il primo ETF specializzato esclusivamente in health tech, sfruttando un'opportunità di mercato rilevante dato che il mercato statunitense dell'AI in ambito sanitario dovrebbe passare da $8,45 miliardi nel 2024 a $194,88 miliardi nel 2034.
Vig sottolinea che, delle 6.000 aziende classificate come sanitarie, solo circa 100 possono essere considerate vere health tech (ossia che ricavano il 51% dei ricavi da soluzioni sanitarie abilitate dalla tecnologia). L'approccio dell'azienda si basa su una selezione curata da esperti anziché sul semplice indice passivo: un comitato di investimento composto da specialisti del settore sanitario garantisce un'esposizione autentica al settore health tech.
Secondo Deloitte, gli ETF a gestione attiva dovrebbero attirare $10 trilioni di nuovi afflussi nel prossimo decennio, una cifra allineata alla crescita prevista nella creazione di valore dell'IA.
Langer Holdings (NYSE:LGHT) - El CEO Dhruv Vig revela fallos críticos en los modelos tradicionales de ETF de salud y presenta una solución innovadora mediante la gestión activa. La compañía ha lanzado el primer ETF dedicado exclusivamente a health tech, aprovechando una importante oportunidad de mercado ya que se proyecta que el mercado estadounidense de IA en salud crezca de $8.45 mil millones en 2024 a $194.88 mil millones en 2034.
Vig destaca que, de las 6.000 empresas clasificadas como sanitarias, solo unas 100 califican como verdaderas health tech (generando el 51% de sus ingresos con soluciones sanitarias habilitadas por la tecnología). El enfoque de la compañía apuesta por una curación experta en lugar de indexación pasiva; un comité de inversión formado por especialistas del sector sanitario asegura una exposición genuina al health tech.
Según Deloitte, se espera que los ETF de gestión activa atraigan $10 billones en nuevos flujos en la próxima década, una cifra que coincide con la creación de valor prevista por la IA.
Langer Holdings (NYSE:LGHT)의 CEO Dhruv Vig은 기존 의료 ETF 모델의 근본적 결함을 지적하고, 액티브 운용을 통한 혁신적 해결책을 제시합니다. 이 회사는 순수 헬스테크에만 집중한 최초의 ETF를 출시했으며, 미국 AI 헬스케어 시장이 2024년 84.5억 달러에서 2034년 1948.8억 달러로 성장할 것으로 전망되는 큰 시장 기회를 겨냥하고 있습니다.
Vig는 의료로 분류된 6,000개 기업 중 실제 헬스테크로 볼 수 있는 기업은 약 100개뿐이라고 지적합니다(기술 기반 의료 솔루션으로 매출의 51%를 창출하는 기업). 회사의 접근법은 수동적 인덱싱이 아닌 전문가에 의한 엄선에 기반하며, 의료 업계 전문가들로 구성된 투자위원회가 진정한 헬스테크 노출을 보장합니다.
Deloitte에 따르면 액티브 운용 ETF는 향후 10년간 10조 달러의 신규 자금 유입을 끌어들일 것으로 예상되며, 이는 AI가 창출할 가치와 맞먹는 수준입니다.
Langer Holdings (NYSE:LGHT) : le PDG Dhruv Vig met en évidence des failles majeures des modèles d'ETF santé traditionnels et propose une solution innovante via la gestion active. La société a lancé le premier ETF exclusivement dédié à la health tech, répondant à une opportunité de marché importante alors que le marché américain de l'IA en santé devrait passer de 8,45 milliards de dollars en 2024 à 194,88 milliards de dollars d'ici 2034.
Vig souligne que, parmi les 6 000 entreprises classées dans la santé, seulement une centaine peuvent être considérées comme de véritables health tech (générant 51 % de leur chiffre d'affaires à partir de solutions de santé rendues possibles par la technologie). L'approche de la société privilégie une sélection experte plutôt que l'indexation passive : un comité d'investissement composé de spécialistes du secteur garantit une exposition authentique à la health tech.
Selon Deloitte, les ETF à gestion active devraient attirer 10 000 milliards de dollars de nouveaux flux au cours de la prochaine décennie, soit un montant comparable à la création de valeur attendue de l'IA.
Langer Holdings (NYSE:LGHT)-CEO Dhruv Vig zeigt grundlegende Schwächen herkömmlicher Healthcare-ETF-Modelle auf und stellt eine innovative Lösung durch aktives Management vor. Das Unternehmen hat den ersten reinen Health-Tech-ETF aufgelegt und adressiert damit eine bedeutende Marktchance: Der US-AI-Gesundheitsmarkt soll von $8,45 Milliarden im Jahr 2024 auf $194,88 Milliarden bis 2034 wachsen.
Vig betont, dass von 6.000 als Gesundheitsunternehmen eingestuften Firmen nur etwa 100 tatsächlich als Health Tech gelten (d. h. 51 % des Umsatzes stammen aus technologiegestützten Gesundheitslösungen). Der Ansatz des Unternehmens setzt auf fachkundige Kuratierung statt passives Indexing; ein Investmentkomitee aus Branchenexperten stellt eine echte Health-Tech-Exposition sicher.
Laut Deloitte werden aktive Management-ETFs in den nächsten zehn Jahren voraussichtlich $10 Billionen an neuen Zuflüssen anziehen, was mit der erwarteten Wertschöpfung durch KI übereinstimmt.
- 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
- 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
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
About Karla Jo Helms
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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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