The biotechnology sector is on the cusp of a multi-decade innovation cycle which is expected to yield ground-breaking therapeutics and treatments
Robust innovation, expanding end markets and pandemic related backlogs result in higher average growth rates
Pharmaceutical companies generate stable and predictable earnings, carry low financial leverage and consistently grow their dividends
Elevated R&D spending from industry, government and academic centres support robust genomics, DNA sequencing and molecular diagnostics innovation
Subsiding COVID-19 hospitalizations and low unemployment improves the case mix and should lead to higher utilization of healthcare services
Middlefield’s healthcare strategies are designed for investors seeking income and growth. Healthcare companies sell needs-based products and services which underpin high-quality earnings, consistent dividend increases and durable growth prospects. In Canada, the healthcare sector represents less than 1% of the TSX Composite index vs. approximately 14% of the S&P 500 Index (2nd largest sector weighting). As a result, many Canadian investors are underexposed to healthcare. Middlefield’s healthcare portfolios are actively managed and comprised of leading companies diversified across the healthcare sector.
Available Healthcare Solution Types
Our Healthcare Solutions Aim to Deliver Superior Returns Relative to their Investment Risk
Healthcare Related Company Insights
Healthcare companies have strong growth prospects and sell needs-based products & services, which underpin high quality earnings and consistent dividend increases.
The healthcare sector possesses defensive qualities and is well-positioned to withstand market volatility. Healthcare is also underrepresented in Canadian portfolios — Healthcare is the second largest in the S&P 500 Index, yet it makes up less than 1% of the TSX Composite Index.
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