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David Walton backs healthcare companies in FundCalibre article


Marlborough European Special Situations Manager David Walton has explained why he is backing healthcare companies in an article on the website of fund ratings agency FundCalibre.

David said he is backing ‘resilient’ businesses such as a French healthcare company that operates care homes and post-surgery rehab clinics.

“This type of service is required no matter what is happening in the wider economy,” he added.

He said earnings downgrades are concentrated in areas such as residential property development and that although he holds one housebuilder in France he is generally avoiding the sector.

Read the article here


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