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Growth Team 5 in 5: Health Care

06 April 2023   |  

The Growth team has consistently found health care to be a key area of idea generation given the existence of companies with attractive franchise characteristics experiencing interesting profit cycles. From a franchise standpoint, many health care companies enjoy defensible competitive positions through intellectual property protection, strong brands or leading market share positions. From a profit cycle standpoint, this is an area of constant innovation, and innovation tends to breed profit cycles.

Listen to Matt Kamm and Martin Jochmann discuss health care investing, innovation in biologics, and the emerging opportunity in weight loss drugs in our new segment, five questions in five minutes.

Artisan Partners Growth Team 5 in 5 Video - Watch Now

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