Thesis TrackerLoading companies…
All companies
Loading…
Thesis TrackerThesis TrackerLoading…
ImpediMed (ASX:IPD), a developer of bioimpedance devices for lymphoedema detection, has been a humbling investment for Lakehouse Capital. In June 2026, Lakehouse reflected that ImpediMed had been one of the more disappointing investments over the life of its fund, even though the position never exceeded 2% of the portfolio, as the original thesis around adoption of its SOZO device did not play out as expected. ImpediMed operates in the Healthcare sector within the Healthcare Equipment and Supplies industry, and Thesis Tracker has captured 10 comments from 5 fund managers, including Lakehouse Capital. ImpediMed develops and distributes medical devices using bioimpedance spectroscopy, led by its SOZO platform, which measures fluid status and body composition to help detect lymphoedema in cancer patients and manage chronic conditions such as heart failure, primarily in the United States. Some commentary linked to this ticker in the dataset refers to a different company and has not been used in this summary.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Monash Investors, QVG Capital, Lakehouse Capital, Hayborough Investment Partners, Asymmetric Asset Management and Acorn Capital have invested in ImpediMed Ltd (ASX:IPD).
The available fund manager commentary relevant to ImpediMed does not highlight new opportunities; the original case rested on wider clinical adoption and reimbursement of its SOZO lymphoedema detection platform.
Lakehouse describes ImpediMed as one of its most humbling investments, as commercial adoption of SOZO fell short of expectations.
ImpediMed Ltd. develops and distributes medical bioimpedance spectroscopy devices for fluid status management. Its flagship product, SOZO, provides critical body composition data to assist clinicians in managing chronic diseases and improving patient outcomes. Founded in 1999 by Melvyn and Lucille Bridges, the company is headquartered in Pinkenba, Australia. ImpediMed focuses on leveraging advanced bioimpedance technology to support clinical decision-making and enhance healthcare delivery.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.