This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.

 

This is a discussion of the following:

1. Overview of recent biotech and healthcare allocations made between 10/31 - 11/5. 

2. Discussion of Biotech and healthcare investment case

3. Review of the two different funds in which we recently took positions (FHLC & BBH)

4. Discussion of why we think these sectors suffered the past two years and why valuations improved