Matt Arens discusses First Light Asset Management, LLC. The firm focuses on investing within the health care sector. Mr. Arens aims to find innovative companies that can drive positive change within health care. Ultimately, he likes companies that improve patient care and reduce the overall cost of care. Mr. Arens uses a strict process to determine the difference between a company’s intrinsic value and its market capitalization. This helps him to identify companies with real growth at a reasonable price, and it’s a process, according to Mr. Arens, that is helpful in both good and bad markets.
Full interview available here.
Immunomedics is One of Matt Arens Top Picks in his First Light Asset Management Portfolio
August 22, 2017
Interview Highlights: Matt Hayner of Madison Investment Holdings on Investing Strategies
December 01, 2016
Interview Highlights: Andrew Boord of Fenimore Asset Management on Investing Strategies
August 18, 2016
Interview Highlights: Chris Lagan and Todd Solomon of Congress Asset Management Company on Investing Strategies
August 31, 2016
Interview Highlights: Ken Ichikawa Siazon of Southeastern Asset Management on Investing Strategies
September 19, 2016
