Andy Acker, CFA
Andy Acker is a Portfolio Manager on the Health Care Team at Janus Henderson Investors. He also leads the firm’s Health Care Sector Research Team. Andy was an assistant portfolio manager from 2003 to 2007. He joined Janus in 1999 as a research analyst focused on companies in the biotechnology and pharmaceutical industries. Prior to this, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners.
Andy received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA with honours from Harvard Business School. Andy holds the Chartered Financial Analyst designation and has 27 years of financial industry experience.
Articles Written
Healthcare stocks: Positioned for a smoother ride in 2024?
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Medical devices, tools, and insurers make the case for a rebound
These healthcare subsectors offer an attractive combination of long-term growth drivers at below-average valuations.
Four questions: Why invest in healthcare now?
Hear how advances in drug development, patient outcomes, and other trends are impacting the investment outlook for healthcare.
I&I therapies hit new milestones for patients and investors
The stocks of inflammation and immunology (I&I) focused companies have outperformed in 2023 and could continue to deliver in the years ahead.
Navigating biotech’s “haves” and “have-nots”
Performance in the sector has split between companies with positive clinical data and those without.
Healthcare stocks ready for new growth
Attractive valuations and innovation are adding to the sector’s long-term appeal.
Global Perspectives: Healthcare’s underappreciated opportunities
How innovation, secular tailwinds – even regulation – are driving growth in the sector.
Hiding in plain sight: The investment case for healthcare
Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.
Keeping perspective on AI’s role in biotech
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
What’s next for biotech’s M&A boom?
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Two sides of healthcare, one strong investment case
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Biopharma delivers blockbuster growth
How innovation is driving drug revenue growth in biopharma.