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 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