These European Companies Benefit from High Health-care Prices in the U.S.
Buffalo Funds International co-portfolio manager Nicole Kornitzer, CFA, was recently interviewed by MarketWatch about her team’s top-down strategy of focusing on secular growth trends. She goes in-depth to discuss two trends around health care — “cost containment and increasing consumption as the middle class quickly expands in developing countries and as populations age”. She also provided several examples of European companies within the Fund’s portfolio that highlight their investment strategy at work:
“The concern about health-care pricing is not limited to U.S. companies, it is a concern for all companies around the world that sell in the U.S. market.“ ~ Nicole Kornitzer, CFA, Co-Portfolio Manager, Buffalo International Fund
To access the MarketWatch article click here.
During an interview with MarketWatch, Nicole Kornitzer, CFA, (Buffalo International Fund co-portfolio manager) described her team’s top-down strategy when studying secular growth trends within the health care industry and identifies 3 companies which are well-positioned to benefit from these long-term trends.
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