ABOUT THIS PORTFOLIO
This global health care portfolio seeks consistent returns by investing in companies addressing unmet medical needs or making the health care system more efficient. We balance the portfolio across pharmaceuticals, biotechnology and services/devices sub-sectors in an effort to achieve consistent outperformance of the benchmark and peers.
WHY INVEST IN THIS PORTFOLIO
Finding Growth in Health Care:
The long-term drivers of growth in the health care sector include rapidly accelerating innovation addressing unmet medical needs, powerful global demographic trends and the globalization of health care. Within this environment, the Portfolio seeks to invest in growth companies that are addressing unmet medical needs or making the health care system more efficient and cost effective.
Dedicated Sector Experts:
Our dedicated team of analysts has over a century of combined experience investing in health care companies. In this complex and rapidly growing sector, we believe it is critical to have an experienced team that seeks to understand both the science and the business of the companies in which they invest.
Deep and Disciplined:
We believe the combination of deep, fundamental research and disciplined portfolio construction will lead to consistently strong results relative to both the health care sector and the broader equity market. The Portfolio is balanced across the sub-sectors of health care and diversified across market-cap segments and geographies.