Stenham Healthcare Whitepaper

The long-term case for investing in the healthcare sector

Since we launched our healthcare fund in January 2013, we have written two whitepapers and in both we recognised a key benefit of investing in healthcare in that it is perhaps the only sector globally that offers both growth and defensive attributes in a recession. Below we revisit some of the key attributes of the sector as well as looking at why it is attractive right now. Investors can expect long-term growth from the sector due to three powerful secular tailwinds:

  • An aging global population
  • Increasing wealth in emerging markets, and
  • Innovation addressing the huge number of unsolved medical problems

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