Some experts view medical, healthcare, and big pharma stocks as immune from trade carnage, making them a safe haven amid the uncertainty brought about by Trump's tariffs.
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April 10 - Hedge Funds, Industries, News
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 10 - Hedge Fund Investor Letters, News
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
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March 31 - Hedge Fund Investor Letters, News
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
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March 28 - Hedge Fund Investor Letters, News
The US healthcare sector has been at the forefront since the emergence of COVID-19 in 2020, leading to a significant transformation in the industry.
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March 20 - Dividend Stocks, Hedge Funds, News
We came across a bullish thesis on Elevance Health, Inc. (NYSE:ELV) on ValueInvestorsClub by rhubarb. In this article, we will summarize the bulls’ thesis on ELV.
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March 9 - News, Stock Analysis
The health insurance industry is constantly changing, driven by a movement towards consumer-driven healthcare, in which people actively control their own health and healthcare...
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March 7 - Hedge Funds, Industries, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2024 investor letter.
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March 3 - Hedge Fund Investor Letters, News
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
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February 13 - Hedge Fund Investor Letters, News
The health insurance sector in the US is currently experiencing significant shifts.
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February 7 - Hedge Funds, Industries, News
Elevance Health Inc. (NYSE:ELV) Q4 2024 Earnings Call Transcript January 23, 2025Elevance Health Inc. beats earnings expectations.
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January 24 - News, Transcripts
The market outlook is as uncertain as it gets.
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January 21 - Hedge Funds, News
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” fourth quarter 2024 investor letter.
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January 15 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Elevance Health, Inc. (NYSE:ELV) on Substack by Waterboy Investing. In this article, we will summarize the bulls’ thesis on ELV.
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January 9 - News, Stock Analysis
Investing in healthcare equities is typically seen as protective during recessionary times.
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December 28 - Hedge Funds, News
We came across a bullish thesis on Elevance Health, Inc. (ELV) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on ELV.
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November 30 - News, Stock Analysis
Investing in healthcare stocks during lean economic times is generally regarded as defensive.
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November 25 - Hedge Funds, News
Value investing is essentially focused on looking at stocks trading at a discount to their intrinsic value.
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October 28 - Hedge Funds, News
Value investing is the investment strategy where an investor tends to buy a stock for less than it is worth and holds on to it to realize its actual worth.
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October 22 - Hedge Funds, News
Elevance Health Inc. (NYSE:ELV) Q3 2024 Earnings Call Transcript October 17, 2024Elevance Health Inc. misses on earnings expectations.
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October 18 - News, Transcripts
The September Consumer Price Index data showed that consumer prices rose way above expectations.
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October 14 - Hedge Funds, News
Sherry Paul, Morgan Stanley Private Wealth Management managing director, joined CNBC's "Squawk Box" on October 8, to discuss her investment strategy amidst the current market ...
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October 9 - Hedge Funds, News
With September and the third quarter of 2024 ending, Wall Street is now focused on two things. These are the economy and the earnings season.
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September 30 - News
The technology sector has been the highlight of the stock market.
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September 24 - Hedge Funds, News
Health insurance remains a contentious issue in the United States, where many people struggle to afford basic medical care.
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September 24 - Hedge Funds, Industries, News
Hosking Partners was established in 2013 by Jeremy Hosking as an independent partnership that offers a single global equity strategy.
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August 26 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.
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August 19 - Hedge Fund Investor Letters, News
Baron Funds, an investment management company, released its “Baron Health Care Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
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August 2 - Hedge Fund Investor Letters, News
2023 posed significant challenges for the healthcare sector as investors adjusted their portfolios to adapt to a higher interest rate environment.
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July 25 - Hedge Funds, News
Elevance Health Inc. (NYSE:ELV) Q2 2024 Earnings Call Transcript July 17, 2024Elevance Health Inc. beats earnings expectations.
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July 20 - News, Transcripts
We recently published a list of the 10 Best Stock Picks of Billionaire Leon Cooperman in 2024. Since Elevance Health, Inc.
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July 3 - Hedge Funds, News
With the passage of time, the role of women in the modern day workplace has slowly started to grow.
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June 14 - Hedge Funds, News
The Red Sea Crisis is impacting the insurance industry. On January 16, Reuters reported that war insurance claims have risen tremendously amid the Red Sea Crisis.
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June 7 - Business, Industries, News
Elevance Health Inc. misses on earnings expectations. Reported EPS is $ EPS, expectations were $10.54.
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April 19 - News, Transcripts
In this article, we discuss the 13 best low volatility stocks to buy according to hedge funds.
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April 18 - Hedge Funds, News
In this article, we discuss 14 best large-cap dividend growth stocks to buy now.
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April 18 - Dividend Stocks, Hedge Funds, News
In this article, we discuss 5 best cheap dividend stocks to buy right now.
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April 6 - Dividend Stocks, Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2023 investor letter.
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April 2 - Hedge Fund Investor Letters, News
In this piece, we will take a look at the 25 largest insurance companies in the US by assets in 2024.
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March 30 - Lists, News
In this piece, we will take a look at the stocks in which half of Leon Cooperman's latest investment portfolio is invested.
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March 28 - Hedge Funds, News
In this article, we are going to look at the 5 largest insurance companies in the world in 2024.
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March 21 - Business, Industries, News
In this article, we will discuss the 20 countries that spend the most on welfare.
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March 17 - Business, Economy, Industries, Lists, News
In this piece, we will take a look at the 16 best large cap value stocks to invest in in 2024.
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March 2 - Hedge Funds, News
In this piece, we will take a look at the 14 best medical stocks to invest in according to hedge funds.
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February 17 - Hedge Funds, News
In this article, we will take a look at the top 5 most valuable insurance companies in the US.
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February 14 - Business, Industries, News
In this article, we discuss 25 best dividend growth stocks to buy and hold in 2024.
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January 28 - Dividend Stocks, Hedge Funds, News
Elevance Health Inc. beats earnings expectations. Reported EPS is $5.62, expectations were $5.55.
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January 25 - News, Transcripts
In this article, we are going to look at the 5 largest insurance companies in the US.
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January 22 - Business, Industries, News
In this piece, we will take a look at the ten top rated blue chip stocks Wall Street analysts are in love with in January 2024.
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January 21 - News