Portfolio Manager Oliver Marti is Managing Director of Columbus Circle Investors. Mr. Marti specializes in investing in Healthcare Stocks. In his latest interview with TWST, he had some interesting things to say about Healthcare in politics, and what this means for investors:
Mr. Marti: Many in Washington see the under-investment in information technology across the healthcare space as part of the reason for many of the medical errors and inefficiencies in the system. As a result, there is a large effort to increase the utilization of HIT to prevent these errors and reduce costs in the healthcare system. However, as I mentioned above, in the near term, the environment for HIT products and services continues to be difficult, given the negative impact that weak economic conditions are having on HIT customers, i.e.,hospitals, doctors. Furthermore, there is still much uncertainty regarding important terminology and logistics around the funding, which is causing a further slowdown in purchasing of HIT. As a result, we believe that expansion of
HIT might not be as rapid as people think; we see the positive impact for these companies not coming until 2010.
For the latest Investing Strategies report, including a full interview with Mr. Marti as well as a variety of other portfolio managers, click here.
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