Healthcare Portfolio Management Valuation 
Advisor Perspectives
JANUARY 31, 2025
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
Advisor Perspectives
DECEMBER 1, 2023
In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.
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The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. Since then, it’s grown to about $7 billion.
The Big Picture
FEBRUARY 6, 2024
Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.
The Big Picture
OCTOBER 31, 2023
And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Post money valuations until the market has changed dramatically. That are all gone.
The Big Picture
DECEMBER 6, 2022
But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.
The Big Picture
MAY 9, 2023
One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. SALISBURY: Well, so taking each of these, our growth equity fund really focuses on a couple of different segments, enterprise software, fintech, healthcare and consumer.
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