This GMO Focused Equity Insights report, authored by Tom Hancock, Hassan Chowdhry, and James Mendelson, examines whether healthcare’s recent underperformance has created a durable opportunity for quality-focused investors
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Healthcare lagged the S&P 500 over the past year, yet long-term earnings growth, innovation, and demographic demand remain intact.
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Valuations have compressed to attractive levels, reflecting skepticism around policy, patents, and post-COVID normalization rather than deteriorating fundamentals.
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Secular growth areas—from GLP-1 therapies and life science tools to managed care and AI-enabled efficiency—offer selective upside with downside resilience.
Read the full report to assess how quality discipline may turn short-term pain into long-term portfolio advantage.
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