Defensive Investment Strategies
Andy emphasizes a cautious approach to investing in a high-inflation environment, favoring large-cap pharmaceutical and managed care companies for their stability. He highlights the importance of small and mid-cap biotech firms, which drive innovation and account for the majority of new medicines. The discussion also covers portfolio diversification, with a focus on balancing risk across various healthcare subsectors.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
Related Questions