Paul Nouri Positions For 2012: Gauging Healthcare's Upside Potential
By Paul Nouri:
This is the seventh article in our Positioning for 2012 series. Readers can find the entire Positioning For 2012 series
here
.
Paul Nouri has been managing Noble Equity Fund, LP, a healthcare-focused hedge fund, since January of 2008. In addition, he manages Noble Advisors, LLC, a Registered Investment Advisor. Prior to this, he worked on the sell side at Sidoti & Co. and Deutsche Bank covering various industries.
Seeking Alpha's Leland Montgomery recently spoke with Paul to find out how he planned to position clients in 2012 in light of his unique understanding of the ins and outs of the health care industry and the outlook for Medicare/Medicaid reimbursement trends.
Portfolio Construction
Seeking Alpha (SA):
How would you generally describe your investing style/philosophy?
Paul Nouri (PN):
The fund invests in all sub-sectors of healthcare. Our core investment strategy is long-term value. We look for companies that are fundamentally sound withComplete Story »
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