The first in a new series of SGA Analyst Insights focusing on a single topic, providing timely, succinct, bottom-up investment insights. Our inaugural video discusses Healthcare:
- Breadth of investment opportunities we are identifying outside of traditional hospitals and health care systems.
- Insights into the evolving paradox whereby many hospitals and health care systems are busier than they have ever been, but at the same time announced furloughs and layoffs.
- Perspectives our generalist analysts glean from their research in other sectors that impacts the way in which they view opportunities within healthcare.
The opinions expressed reflect the opinions of Sustainable Growth Advisers, LP, are subject to change without notice, and under no circumstances should be considered as investment advice, a recommendation to purchase or sell a specific security, or as indicative of the investment performance of our portfolios. The securities referenced herein are not a solicitation or recommendation to buy, sell or hold securities. It should not be assumed that investments in the securities were or will be profitable. Portfolio holdings are subject to change daily. This commentary covers the healthcare sector and does not discuss other sectors included in SGA’s Growth portfolios. Upon request, free of charge, SGA can provide a list of all portfolio holdings held in SGA’s Growth portfolios. This commentary is provided only for qualified and sophisticated institutional investors. Past performance is no guarantee for future results.
|Dr. Alexandra Lee
Principal, Analyst / Portfolio Manager International Equity Portfolio
Joined SGA in 2004
Industry experience since 2000
M.B.A., Harvard Business School, M.D., Yonsei University (Korea)
|Mr. Julian Cochran
Joined SGA in 2019
Industry experience since 2001
B.A., University of Michigan, M.B.A., Wharton School - University of Pennsylvania
|Ms. Carolyn Patton, CFA
Director of Business Development
Joined SGA in 2020
Industry experience since 1992
B.A., The University of Virginia