Healthcare

Throughout this fiscal year, the QUIC Canadian Healthcare (HC) portfolio substantially outperformed, generating a 21.0% return and outperforming its benchmark by 74.3%. Given the limited nature of the Canadian healthcare investable universe, much of the benchmark consists of cannabis companies, which the Healthcare team typically avoids due to highly speculative trading and volatility.

Due to hospitals and the health system more generally enduring supply chain issues, prices of inventory and raw materials may continue to increase. As a result of COVID-19, consumers have had decreased access to non-COVID-19-related medical care, which may result in long-term health impacts that will need to be addressed in the future.

CAN Portfolio Return

21.0%

US Portfolio Return

45.1%

Past Reports

Description

Date

Format


Medtronic

Nov. 22, 2021

PDF


Abbott Laboratories

Nov. 1, 2021

PDF


Thermo Fisher Scientific

Sept. 26, 2021

PDF


Andlauer Healthcare Group Inc.

Nov, 23, 2020

PDF


Pfizer Inc.

Nov. 2, 2020

PDF


Canadian Healthcare Mini Pitches

Sept. 28, 2020

PDF


Danaher Corporation

Nov. 18, 2019

PDF


Medical Device Industry Report

Nov. 9, 2019

PDF


UnitedHealth Group

Sept. 23, 2019

PDF