A Quick TL;DR
This article provides an in-depth analysis outlined by the following:
Navigating the healthcare investment cycle
Exploring how the sector has evolved post-COVID
Identifying key areas of opportunity.
Analyzing the current state of healthcare investing (highlighting how the cycle bust from COVID-19 affected the industry and what variables have shifted since then.)
Introduction of companies driving innovation in 2 key sectors
Strategy for portfolio construction (i.e. which stocks I’m including and % comp.)
Further analysis on specific components within these baskets
Potential for returns
I hope you enjoy the read.
Lets Dive In….
