Diagnosing value in global healthcare

Presented by

Andrew Baud

About this talk

Andrew Baud, Deputy Portfolio Manager / Investment Analyst, will be hosting a webinar to discuss the performance of global healthcare and Gilead Sciences. Discussion points: - Global valuation extremes ripe for stock selection - Reasons behind global healthcare's lagging performance - Returning to health with Gilead Sciences - Growing "personalisation" of medical treatment

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.