March 04, 2014

The passage of ObamaCare and the current implementation process has created a cottage industry of investment studies whose intent is to identify the winners and losers of ObamaCare. We are no exception. However, since we do not claim to have a great deal of expertise at the company level, we believe that our comparative advantage consists of our global/macro perspective. We decided to pursue a top-down approach to identify our investment insights.

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