Long/Short Equity Healthcare Sector Funds:The Case for Specialization

August 1, 2011 / by NEPC

Download file

There are many compelling reasons for investing in the healthcare sector. Among them are healthcare’s large and growing share of GDP, an aging population, and the emergence of significant healthcare spending in the developing world. Despite these attractive long-term trends, the complexities involved in analyzing changing regulatory frameworks and scientific developments have made the healthcare sector a challenging one for long-biased investors over the last number of years.

In this paper, we will review some of the structural changes affecting the industry on a global basis and outline the unique characteristics of this sector that make long/short equity a compelling way to invest in healthcare.

Topics: Research


Read our disclaimers.