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Research Vlog: Congress & Healthcare

05.03.2018 | Ben Phillips, CFA
EventShares Policy Insights: Healthcare Sector Shakeup



This Week's Highlights

  • News about the potential Walmart (WMT) acquisition of Humana (HUM) is the next chapter in the changing dynamics of the healthcare sector.


  • If completed, the acquisition would pair one of the largest and most well-known retailing brands with a large insurance provider. But it’s not the first. CVS entered an agreement to purchase Aetna in December 2017. How did we get here?


  • In our view, uncertainty around healthcare is at an all-time high as the midterms approach and political messaging begins.




  • Some companies see this an opportunity. Amazon (AMZN) is working to establish itself in the medical supplies segment and recently announced a partnership with Berkshire Hathaway (BRK.A) and JP Morgan (JPM) to form an independent health care company for their employees.



Read More: Healthcare Shakeup.





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Important Information

Active Weighting Advisors LLC ("AWA") is an SEC-registered investment adviser that manages ETFs under the brand name EventShares Funds. Mr. Phillips is the Chief Investment Officer of AWA. The views expressed are subject to change, and no forecasts can be guaranteed. The comments may not be relied upon as recommendations, investment advice or an indication of trading intent. AWA is not soliciting any action based on this document. In preparing this document, the author has relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources. Investing involves risk, including the possible loss of principal and fluctuation of value. Mr. Phillips and AWA disclaim responsibility for updating information. In addition, Mr. Phillips and AWA disclaim responsibility for third-party content, including information accessed through hyperlinks. For more information about EventShares, contact us by calling 877.539.1510 or visit our website at www.EventShares.com.


Policy Investing

Policy investing focuses on understanding the laws and regulations that impact companies. It attempts to find mispriced assets and invest in those companies before the market understands the implications to a company’s profitability and operations.