…Let’s Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison

Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing.



Laurie Chan, PGIM’s U.S. Head of Alternative Solutions, and Daniel explore healthcare equity, focusing on macroeconomic forces, supply chain vulnerabilities due to trade tensions, the role of AI, and generating alpha from long and short positions.



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Key Takeaways:



Healthcare Equity Investing offers a Spider Web of Opportunity. [3:04]

The Role of Robotics and AI in Healthcare. [4:55]

Trade tensions and Supply Chain Vulnerabilities. [8:16]

Sizing Healthcare Sectors and Subsectors. [10:29]

Alpha creation in Long and Short positions. [15:39]

Three Key Insights for Healthcare Investors. [30:19]



*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.



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Shareables:

“Robotic surgery will come to dominate the operating room.” — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #PGIMPodcasts #valueadd



“[On tariffs] Healthcare can manage these increased costs much better than most companies out there.” — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #PGIMPodcasts #alternativeinvesting



“The United States has two industries where we are the world leader. One is obviously tech, but the second one is healthcare.” — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #alternativeinvesting #investing #PGIMPodcasts



“Subsector selection, size, and timing are very important to what we do.” — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #institutionalnvesting #valueadd



“Sizing the investment at the right point in time is actually more important than picking the right investment.” — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #investing #alternativeinvesting



“We look at our short book as an absolute return vehicle. It’s not a hedge.”— Dan Matviyenko, Healthcare Portfolio Manager of Jennison #investing #alternativeinvesting