A Top-Down Approach to Investing in Healthcare – Presented by Dr. Jeffrey W. Ross at #VALUExVail 2018

The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018.

Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference!


The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP $VEEV $TDOC $HCSG $UNH $AET $ANTH $HUM $CYH $UHS $LPNT $MD $JNJ $PFE $IHI $ABMD $ALGN $ISRG

**Note that these are not recommendations for individual investors. Please do your own research before buying or selling any security.**

If you would like to learn more about Vailshire Partners LP–the long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO–please contact Dr. Jeffrey W. Ross directly at jross@vailshire.com or 719.330.1640.