The SSR Healthcare Quarterly, Inaugural Edition
We intend the Quarterly as a periodic publication that:
Brings together in one place our most current work on the major themes affecting US-listed healthcare names,
Synthesizes our best thinking into a model portfolio consisting of specific weightings for healthcare subsectors as well as specific companies; and,
Brings to light many of the novel datasets and analyses that underpin our research conclusions, both in the interest of transparency, and to serve as a useful reference to our clients
Beyond our usual hope that you’ll carefully consider our point of view and recommendations, we hope you’ll carefully scan the outline, which inventories each element of data and analysis provided as a reference. Far from being a data-dump of generally available information, these data reflect in many cases observations accumulated over decades of managing, following, and investing in healthcare companies
For our full research notes, please visit our published research site.