Healthcare
4 interviews, newest first.
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Spring 2026
Tony DeSpirito
BlackRock (retired)
Almost 20 years at Pzena, then global CIO of fundamental equities at BlackRock. Tony on mixing quality, value and dividend growth, and why he likes Fortune Brands and Becton Dickinson.
Quality compoundersHousingHealthcareCareer advice -
Spring 2023
Daniel Bakalarz & Alex Furmanski
Unison Asset Management
Unison holds 25 to 30 businesses. Daniel and Alex explain how they judge management, why they went to the payer end of healthcare, and their case for Elevance Health.
Quality compoundersHealthcareJudging management -
Winter 2011
Larry Robbins
Glenview Institutional Partners
Larry went from trading options on the Chicago floor to Omega and then Glenview. He shares his analogies for the market, his intense research process, and a few ideas he liked at the time.
HealthcareCareer advice -
Fall 2009
Kevin Dreyer
Gabelli
A 2005 graduate of the value investing program, then associate PM on Gabelli's Asset and Healthcare funds, on starting a career in turbulent markets.
HealthcareCareer advice