Healthcare
Throughout the fiscal year, the QUIC Canadian Healthcare (HC) portfolio substantially outperformed, generating a 36.4% return and outperforming its benchmark by 39.7%. The team’s overweight positioning in Chartwell Retirement Residences (CSH-UN) and Savaria Corporation (SIS) contributed significantly to performance, as senior housing fundamentals continued to improve through occupancy recovery, pricing power, and favourable demographic tailwinds.
The sector is expected to benefit from aging demographics and resilient demand for healthcare services. At the same time, elevated operating costs and ongoing regulatory pressures may continue to challenge portions of the industry. The team remains focused on companies with strong execution, durable cash flows, and the ability to maintain pricing power through changing market conditions.
CAN Portfolio Return
36.4%
US Portfolio Return
(8.3%)
Past Pitches and Reports
Description
Date
Format
Vertex Pharmaceuticals Inc.
Oct. 27, 2025
Medtronic
Nov. 22, 2021
Abbott Laboratories
Nov. 1, 2021
Thermo Fisher Scientific
Sept. 26, 2021
Andlauer Healthcare Group Inc.
Nov, 23, 2020
Pfizer Inc.
Nov. 2, 2020
Canadian Healthcare Mini Pitches
Sept. 28, 2020
Danaher Corporation
Nov. 18, 2019
Medical Device Industry Report
Nov. 9, 2019
UnitedHealth Group
Sept. 23, 2019
Elevance Health
Sept. 25, 2023
Chartwell Retirement Residences
Jan. 15, 2023
McKesson Corporation
Oct. 28, 2024