AB International Health Care Strategy
Invest in Your Future
Structural changes offer long-term potential
- Healthcare is benefiting from long-term, structural changes worldwide. Aging demographics and technological innovation are among the key factors supporting future growth. Meanwhile, governments are under pressure to cut healthcare costs just as demand for health services is accelerating.
- Companies that can improve the quality of healthcare provision while keeping costs manageable will be well placed to benefit from rising demand, which fosters durable growth.
Less sensitive to economic swings
- Healthcare is generally regarded as defensive because of its resilience in downturns. Anyone who needs medical attention rarely wait for an economic recovery.
- The sector also comprises various industries, from pharmaceuticals, biotech to health care facilities.
Why AB International Health Care Strategy?
Potential to grow your capital
- The Strategy aims to offer investors durable long-term growth in the healthcare sector, or gain exposure to healthcare-related companies.
- It aims to increase the value of your investment over time by selecting quality companies with competitive advantages over their peers and good growth potential.
Stocks across multiple sub-sectors to balance risk
- One of the easiest ways to gain exposure to a broad range of companies within the healthcare sector is to invest in stocks across a variety of sub-sectors.
- The Strategy focuses on various sub-sectors of the healthcare industry, such as pharmaceuticals, healthcare equipment, biotechnology and healthcare services. We believe this helps balance risk around a wider range of companies rather than a handful of stocks.
Benefit from the expertise of AB’s experts
- The Strategy is overseen by Vinay Thapar, supported by John Fogarty. With about 50 years of combined investment experience, they also draw on the collective insights of AB’s global health care sector analysts across various equity strategies.
- This collective experience combined with our bottom-up research produce compelling investment ideas to help you capture the growth potential in the healthcare sector.