Porinju’s investment theory is completely different. He doesn’t prefer Quality Businesses as upside is limited. He is more of high risk high return. He openly says that.
On the other hand, diversifying from IT to hospital biz is not an easy task as it involves real estate and tremendous money power to go through initial phase. The burn rate (operational expenses) is higher untill you get substantial biz.
AR mentions two companies which have invested close to 11%. It might be worth digging about theses 2 cos.