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Feb 26, 2020

Sector Analysis: Healthcare

Sector Analysis: Healthcare

Why is it important to look at equities from a sector perspective?

Focusing on the healthcare sector in particular, what are some general characteristics you would use to explain healthcare?

For investors, is there a particular subsector that is more robust within healthcare?

From the Narwhal world of investing choices, who are some class clowns and class favorites within the healthcare sector?

Looking at the next decade, what are some challenges/events/things that come to mind to look out for?

Narwhal owns the following symbols for clients and personal accounts: UNH, CVS, CI, JNJ, NVS, ABT, GILD.

Benjamin Nye, CFA, FRM

Chief Investment Officer, Portfolio Manager

Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.

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