Healthcare continues to generate political controversy. So should investors stay away? Absolutely not. What’s important is to target companies that are positioned to deliver long-term growth no matter what happens to the US healthcare system
President Trump is determined to replace Obamacare to fulfill one of his central campaign promises. His proposals for the American Health Care Act are aimed at creating a system that would be “better and cheaper” than his predecessor’s.
As equity investors, we don’t take a stand in the political debate about the healthcare system. However, our search for US equity opportunities requires us to monitor developments while studying company fundamentals in order to determine whether there are long-term winners in a complicated and changing sector.
