May has been a volatile month and investors continue to worry about the stock market. Fortunately, safe-havens in equities do exist with dividend-paying healthcare stocks that pay steady levels of income helping to stabilize returns. These value-oriented companies are well-suited to shelter portfolios from the uncertainty impacting markets.
Healthcare businesses have performed extremely well in 2022. The sector is growing faster than the U.S.
economy thanks to the unwavering demand for health-related products and services. Dependable, large-cap, dividend payers in this sector have delivered steady returns despite high inflation and rising rates.
Middlefield manages several healthcare focused strategies. Feel free to reach out to your Middlefield sales representative to learn more.
| Fund | ETF Ticker or F Series Code | Investment Focus |
|---|---|---|
| Middlefield Healthcare Dividend ETF | MHCD | Global Healthcare Equity Income |
| Middlefield Global Healthcare Dividend Fund | MID326 | Global Healthcare Equity Income |
| Middlefield Health & Wellness ETF | HWF | Global Healthcare + Wellness Equity Income |
The stocks highlighted below have shown a low correlation to the market and have fared better in terms of fundamentals, margins, supply chains and pricing power. They trade at reasonable valuations and provide investors defensive growth, high margins and attractive yields.
The following equities are held across all of Middlefield’s healthcare-focused ETFs and Mutual Funds.
| Company | Description | Market Cap(USD) | Yield | Investment Highlights |
|---|---|---|---|---|
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U.S. focused biopharmaceutical company with leadership position in immunology | $270 Billion | 3.7% |
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Healthcare company headquartered in France with pharma, consumer & vaccine businesses | $130 Billion | 3.3% |
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Global leader in HIV treatments with expanding oncology pipeline | $80 Billion | 4.6% |
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Global medical technology & equipment company selling device-based medical therapies | $140 Billion | 2.4% |
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Global biopharmaceutical company focused on cancer drugs, vaccines and animal health | $230 Billion | 3.0% |
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Whether you have specific investment inquiries or general questions about Middlefield, our team would be glad to help.
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