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Healthcare

Connected Medical Devices Improving Healthcare

Travis Cope
U.S. Equity

The COVID-19 pandemic has had unprecedented implications for the healthcare sector—but with challenges have come changes, including the adoption of innovative new technology that is improving the standard of care and creating investment opportunities for...

Healthcare Disruptors

William Blair News
News

Recent advancements in medical modalities—such as cell/gene therapies, immune-oncology, and RNA-based medications—have led many researchers to believe that healthcare has entered a virtuous cycle of innovation. While in some cases these developments have been evolving...

What’s Driving Small-Cap Returns?

William V. Heaphy, CFA
U.S. Equity

U.S. economic activity slowed in the third quarter of 2021 due to both a surge in new COVID-19 cases and persistent bottlenecks in the global supply chain, but we expect a rebound, with the direction...

Cyclical Opportunities in Small-Cap Value

William V. Heaphy, CFA
U.S. Equity

In recent years, we’ve experienced an extended period of small-cap value underperformance, but the tide may be turning. Our value equity team thinks the most compelling opportunities may be in the more cyclical industrial sectors...

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