Investing in global healthcare stocks has been profitable since 2015, but such trends can move in cycles that investors might do well to recognize. Recognizing the cycle can provide insight into why certain healthcare stocks may over- and underperform the market. While the recent success of noted healthcare hedge fund Glenview Capital might epitomize the rise of the healthcare trade, is now the time to bet against the crowd and selectively pick on the short side? Lakewood Capital Management might think so. In an October 24 letter to investors reviewed by ValueWalk, fund manager Anthony Bozza offered four new stock…
On This Page
- Lakewood short healthcare research firm Evotec, recognizing the unpredictability associated with successful medical research
- Cambrex short is based on optimist overshoot and a looming trend in revenue
- On the long side, Boza likes "oligopoly" of Softbank moat and Airbus to capture the defense spending trend
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
