Fisher Investments on Health Care

Fisher Investments on Health Care


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Product Details

ISBN-13: 9780470527054
Publisher: Wiley
Publication date: 03/08/2011
Series: Fisher Investments Press Series , #18
Pages: 224
Sales rank: 485,291
Product dimensions: 6.00(w) x 9.10(h) x 1.00(d)

About the Author

Michael Kelly is a Health Care Research Analyst at FisherInvestments. He has a master of science degree in finance fromSaint Xavier University and holds the CFA® and CFP®certifications.

Andrew S. Teufel has been with Fisher Investments since1995, where he currently serves as a Vice Chairman. Prior tojoining Fisher Investments, he worked at Bear Stearns as acorporate finance analyst in its Global Technology Group. Andrewalso instructs at many seminars and educational workshopsthroughout the United States and United Kingdom, and has lecturedat the Haas School of Business at UC Berkeley. He is also theEditor in Chief of Andrew is a graduate of UCBerkeley.

Table of Contents




Part I Getting Started in Health Care.

Chapter 1 Health Care Basics.

Health Care Basics.

Health Care Characteristics.

Chapter 2 The US Health Care System.

Why Does It Cost So Much?

Private Versus Public.

The Regulatory System.

US Health Care Reform.

Chapter 3 Brief Overview of Health Care Systems by MajorCountries.




United Kingdom.


Chapter 4 Health Care Sector Drivers.

Defensive Nature of Health Care.

Innovation and Patent Expirations.

Political/Regulatory Developments.

Part II Next Steps: Health Care Details.

Chapter 5 Health Care Sector Breakdown.

Global Industry Classification Standard.

Global Health Care Benchmarks.

Pharmaceuticals, Biotechnology & Life Sciences.

Health Care Equipment & Services Industry Group.

Health Care Providers & Services.

Health Care Facilities.

Health Care Services.

Managed Health Care.

Health Care Technology.

Chapter 6 Challenges in the Health Care Sector.

Slowing Growth in Mature Markets.

Legislation and Regulation.

Responding to Challenges.

Part III Thinking Like a Portfolio Manager.

Chapter 7 The Top-Down Method.

Investing Is a Science.

The Top-Down Method.

Top-Down Deconstructed.

Managing Against a Health Care Benchmark.

Chapter 8 Security Analysis.

Make Your Selection.

A Five-Step Process.

Important Questions to Ask.

Chapter 9 Make Your Portfolio “Healthy”.

Strategy 1: Adding Value at the Industry and Sub-IndustryLevel.

Strategy 2: Adding Value at the Security Level.

Strategy 3: Adding Value in a Health Care Sector Downturn.

How to Implement Your Strategy.

Appendix Reference Material.


About the Authors.


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