Brian Krawez Highlights Healthcare Sector on Reuters TV

The healthcare sector has been a laggard for the past two years, dramatically underperforming the S&P 500 Index, leaving valuations among healthcare companies relatively cheap. “As the markets are getting more volatile, healthcare is going to be a good place to be in 2025,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on Reuters TV on January 14, 2025. Brian shared some of the names that we believe are worth considering given their attractive valuations and sector leadership. These include Centene, Novartis, and McKesson.
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