The Disruption in Healthcare Investing 2020
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:|
Download the full report detailing the demographic changes, transformative technology, and social and cultural shifts affecting the healthcare industry.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.