The Disruption in Healthcare Investing 2020

Healthcare is being disrupted… and we’re just getting started.
The healthcare sector should continue to be one of the most
dynamic investment sectors in the world economy.

Our resident healthcare expert, Ken Laudan, Portfolio Manager for the Buffalo Discovery Fund, has published a new white paper in which he has identified several long-term trends and a major shift in the healthcare system that is having a profound affect on the economy.

He has also included an in-depth section on emerging healthcare themes stemming from the COVID-19 pandemic.

In this latest white paper from the Buffalo Funds, we discuss the following concepts:

  • Digital technology adoption for diagnosis, monitoring, and alerts, all supported by AI analytics and personal care management
  • Focus on proactive well care vs. a reactive sick care centric model
  • Virtual care and retail health clinics becoming mainstream as lower-cost, more-preferred access points
  • Precision medicine targeting the unique genetics of each individual
  • Rising consumerism and patient engagement empower patients to make more efficient healthcare decisions
  • Convergence of medical with social needs

“Every healthcare organization needs to view themselves as a technology company in the new connected healthcare economy, not just as something they need to have.”

Download the full report detailing the demographic changes, transformative technology, and social and cultural shifts affecting the healthcare industry.

Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

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