Fanpeng Zhou Linna Zhao Siyuan Zhao 3/19/2018

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Presentation transcript:

Fanpeng Zhou Linna Zhao Siyuan Zhao 3/19/2018 Health Care Sector Fanpeng Zhou Linna Zhao Siyuan Zhao 3/19/2018

Sector Overview 13.85% of S&P 500 $3.3 Trillion Total Market Cap 3 Sub-industries: Pharmaceutical, Biotech & Life Science Health Care Equipment Health Care Provider 3/19/2018

Sector Overview 3/19/2018

Performance Overview 3/19/2018

Later in expansion stage of business cycle 3/19/2018

National Health Expenditure 3/19/2018

Pricing/Bargaining Power Industry Analysis Business Model Market Concentration Competition Pricing/Bargaining Power 3/19/2018

Business Model 3/19/2018

Health Care Ecosystem 3/19/2018

Market Concentration 3/19/2018

Competition 3/19/2018

Pricing/Bargaining Power 3/19/2018

Portfolio Performance Attribution  YTD SIM Sector Benchmark Portfolio   Weight Sector Return Return Health Care 13.67% 13.85% 2.60% 1.10% Total Portfolio 0.27% Pure Sector Allocation -0.00150% Within-sector Selection 0.21%

Outlook P/E Comparison 3/19/2018

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