SAN FRANCISCO, CA--(Marketwired - February 04, 2016) - Canada is a wellspring for natural resources and the industries built around them. But the country also encompasses healthcare-related businesses that are growing, generating cash flow and flourishing. Bruce Campbell of StoneCastle Investment Management has managed both U.S. and Canadian portfolios, and he knows both spheres. As a hedge fund and mutual fund manager concentrating on Canadian companies, he has made a specialty in acquisitions of cash-generating healthcare companies. In this interview with The Life Sciences Report, Campbell discusses seven small-cap growth names, all of which have reached share-price levels that do not reflect their capacity to grow. Some may offer rare opportunities to buy at risk-mitigated value prices.
Included in this interview are: Nobilis Health Corp. (
The Life Sciences Report : Bruce, 2015 was a difficult year for investors, but the beginning of 2016 has been quite unpleasant for the global capital markets. This is the fifth year in a row that the S&P/Toronto Stock Exchange Composite Index has underperformed the U.S.-based S&P 500. Why the relative weakness in Canadian shares?
Bruce Campbell: The Canadian market is heavily weighted toward natural resources-mining and energy-and, as a result, the perception is that's all there is in Canada. As a result, foreign investors, who tend to represent marginal money that moves in and out, have moved away from…
Continue reading this interview: Look North for Value-Priced Growth in Healthcare: StoneCastle's Bruce Campbell
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DISCLOSURE:
Nobilis Health Corp. and Cipher Pharmaceuticals Inc. are sponsors of Streetwise Reports. Bruce Campbell had final approval of the content and is wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Campbell and not of The Life Sciences Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.
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