Is your portfolio in peak health? Ranking among the world's largest markets, the $2.5 trillion health care industry is growing at an unprecedented rate. According to Miller Tabak + Co.'s health care strategist Les Funtleyder, major structural renovations to the system are imminent. “Health care is entering an era of reform,” Funtleyder writes, “and with reform comes change and the opportunity for investment gain.” Health-Care Investing provides a thorough explanation of how the industry's mammoth size and complexity can be worked to your advantage and why health care is more resistant to changes in economic cycles than other markets. Funtleyder gives you a comprehensive overview of the industry, from both macro and micro points of view, so you can make informed decisions regarding your investments. You'll find critical information concerning
A brief but good overview of the US healthcare system, the state of healthcare reform pre-2008, and perspectives from an institutional investing framework.
Not helpful. I wanted to learn more about pharma investing but the info described in the chapters is a super high level overview of what different healthcare companies do and general policies that could affect them and reminds me more of Sparknotes than a textbook.