Looking toward resiliency and recovery


The COVID-19 pandemic has reshaped the investment landscape for the foreseeable future. With municipalities relaxing shelter-in-place orders, are we prepared – from both the economic and healthcare perspectives – for a second wave? As active managers, we believe every challenge presents opportunities. What do we see in the near term?


Dan Hanson, CFA
Chief Investment Officer
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Derek Hamilton
Global Economist
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Elizabeth Jones, MD, CFA
Healthcare Investment Analyst
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Ben Esty
Portfolio Manager
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