Westfield Capital Management managing partner Matthew Renna talked with Proactive about the Harbor Health Care UCITS ETF (LSE:WELL) and its unique approach to healthcare investments. Renna highlighted the fund's active, concentrated strategy, emphasizing opportunities across the entire healthcare spectrum, from high-quality growth companies to innovative biotech and medtech firms.
Renna shared his optimism for the healthcare sector, noting that healthcare's S&P weighting is at a 10-year low, creating attractive setups for long-term growth. He said, "Healthcare has a really strong chance of outperforming the market. It’s a good time to take a fresh look at the opportunity set."
Discussing key areas of focus, Renna detailed the fund's investments in biotech companies like Ascendis Pharma, which he noted is close to profitability and positioned for significant revenue growth. On the medtech side, the fund emphasizes innovative technologies such as those from Dexcom, which leads in continuous glucose monitoring for diabetes.
The conversation also addressed healthcare's potential resurgence as tech and AI sectors stabilize, offering a compelling case for renewed investor interest in 2025 and beyond.
For more insights into healthcare investment opportunities, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe, and enable notifications to stay updated on future interviews!
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