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Healthcare Portfolio Portfolio Management 
Wealth Management
JUNE 20, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.
Validea
FEBRUARY 8, 2025
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.
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Advisor Perspectives
MAY 12, 2025
In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.
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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.
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Advisor Perspectives
MARCH 20, 2023
Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market.
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Advisor Perspectives
APRIL 5, 2024
Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.
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Trade Brains
JUNE 18, 2025
Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Healthcare & Pharmaceuticals Though never in the limelight, healthcare is a lucrative and essential industry.
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. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. Since then, it’s grown to about $7 billion. Your next stop is Millennium.
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Trade Brains
JUNE 14, 2025
360 ONE WAM 360 ONE WAM is a leading Indian wealth and asset management company offering services like portfolio management, advisory, and alternative investments. Dr Agarwal’s Health Care Dr Agarwal’s is a healthcare group known for its network of eye hospitals across India. percent, while the public holds 23.68
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WiserAdvisor
AUGUST 31, 2023
They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.
WiserAdvisor
MAY 13, 2025
A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.
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Trade Brains
JULY 10, 2024
The new indices make it easy for investors to diversify their portfolios through concentration in rising industries such as technology or green energy, alternatively having large-cap, mid-cap, and small-cap firms. 3.15%), Max Healthcare Institute Ltd. It provides more information about investment decisions. 6.60%), Tata Motors Ltd.
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Sara Grillo
APRIL 11, 2022
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.
David Nelson
JULY 18, 2022
As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection. Healthcare, another example is largely defensive and has secular tailwinds. Data by Bloomberg. Games have rules and the Game of Stocks is no different.
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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? You’re, you are adding more private and illiquid stocks to your portfolio.
162 
Trade Brains
FEBRUARY 19, 2024
ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. Stock P/E 25.0 RoE 16.77% RoCE 18.14% Promoter Holdings 72.90% FII Holdings 6.70% Debt to Equity 0.26 Price to Book Value 3.45
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Trade Brains
FEBRUARY 19, 2024
ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. Stock P/E 25.0 RoE 16.77% RoCE 18.14% Promoter Holdings 72.90% FII Holdings 6.70% Debt to Equity 0.26 Price to Book Value 3.45
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The Big Picture
FEBRUARY 6, 2024
If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks.
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The Big Picture
JANUARY 16, 2024
I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. So, so let’s talk a little bit about that giant portfolio of investments.
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The Big Picture
DECEMBER 6, 2022
And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?
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Brown Advisory
AUGUST 11, 2023
FTV 20% “Healthcare – industry recovery is on track as labor and productivity challenges moderate.” SHW 21% “Some positive signs in new residential construction indicate we may have reached bottom.” UNP 21% “Automotive – we expect growth to continue driven by strong OEM production.”
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Trade Brains
FEBRUARY 14, 2023
Allocation The fund has a majority of its money invested in financial, capital goods, healthcare, consumer discretionary, and service sectors. Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 1-yr return 2.5
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Brown Advisory
OCTOBER 28, 2021
Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.
Brown Advisory
OCTOBER 28, 2021
Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.
WiserAdvisor
APRIL 12, 2024
This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.
The Big Picture
MAY 13, 2025
You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio. It’s part of our whole, you know, portfolio construction methodology. Really thinking about is first is there a role for privates in their portfolio construction?
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The Big Picture
OCTOBER 19, 2022
And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. I didn’t know you guys have a healthcare calculator. RAMPULLA: Yeah.
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The Big Picture
MAY 9, 2023
But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. And there was a problem with 168 of them at the end of 2008.
299 
The Big Picture
OCTOBER 8, 2024
So healthcare is your focus, your entire career. And one of the professors at Columbia who was a mentor of mine and, and I had worked with Izzy Edelman, his son, Joe Edelman, founded Perceptive, which is a firm that has been tremendously successful as, as healthcare investors. So it was my first time covering European healthcare.
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The Big Picture
JULY 18, 2023
BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We love the portfolio. We love the forward on the portfolio. Very, very constructive on each of the names in the portfolio. Hard to beat.
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Brown Advisory
OCTOBER 26, 2021
Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. In contrast, approximately 27% of the over 625 IPOs since 2019 were in those healthcare sub sectors. This flexibility allows us to drive growth through a wider market cap range to help generate portfolio returns over multiyear periods.
The Big Picture
SEPTEMBER 26, 2023
So, so let’s talk about some of those legacy portfolio issues. We see this because we are a pub, we own a, we manage a publicly traded b d C and so do a lot of our peers. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time. And, and he was right.
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The Big Picture
JUNE 10, 2025
I had been given the fortunate opportunity to talk to incumbent asset managers and how they then are digesting ETFs in their portfolios and how that’s going to change the, the industry and what’s happening there. What’s the value proposition to investors to buy these, how are they using ’em in portfolios?
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The Big Picture
JUNE 2, 2024
lawrence’s Substack ) • You Can Thank Private Equity for That Enormous Doctor’s Bill : Private-equity investors have poured billions into healthcare but often game the system, hurting both doctors and patients. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.
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The Big Picture
APRIL 11, 2023
But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.
298 
The Big Picture
APRIL 8, 2025
But where AI is likely to have some of its most profound impacts is in healthcare. So when you look at the history of healthcare, it really started out as a little bit of chemistry and then it became biology and then it became genomics. Tell us a little bit about the investment opportunities that exist in the healthcare space.
147 
The Big Picture
MAY 21, 2024
Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.
147 
The Big Picture
MARCH 26, 2024
00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.
147 
The Big Picture
DECEMBER 17, 2024
Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.
130 
The Big Picture
JULY 31, 2023
HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. How did he respond to the sort of public flaying that he got on Twitter? RITHOLTZ: Right.
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The Big Picture
JANUARY 12, 2025
The Atlantic ) Annual winners for most egregious US healthcare profiteering announced : Selling body parts without consent and billing desperate parents $97,599 for air transport among worst examples.( I just dont know what. Lown Institute ) Schools and City Governments Rely on Property Taxes.
246 
The Big Picture
NOVEMBER 24, 2024
Healthcare System Is So Much Worse Than Its Peers : The United States has the worst-performing health system among all high-income countries. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. The Atlantic ) • Why the U.S. Even the best-performing U.S. Even the best-performing U.S.
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