Institutional Investor February 23, 2022
Asset managers, including UBS O’Connor and GSAM, are building out their healthcare expertise, including fundamental research.
The pandemic laid bare gaping holes in the reach and quality of health care services, research, and technology. Even though health care has long been fertile ground for investors, Covid-19 has created even more urgency. Allocators, hedge funds, private equity, and traditional managers are now hiring and investing in new resources to uncover a range of opportunities in the sector.
This week alone, UBS O’Connor, the multi-strategy hedge fund manager that is part of UBS Asset Management, and Goldman Sachs Asset Management made big moves. O’Connor expanded its healthcare-focused investment team with the hiring of three medical doctors: Jason Bonodio is joining as...