Mike joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names. He has been an Investment Analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years. Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS. Previously, he worked as a Healthcare Analyst at CIBC World Markets. Mike started his career as Corporate Lending Officer at PNC Bank.
We search for companies that are displacing legacy participants facing patent expirations and product obsolescence. COVID-19 has accelerated this adoption cycle, as next-generation products may drive more cost-effective outcomes and potentially minimize the likelihood of viral or bacterial transmission. The broader use of telemedicine, the shift toward minimally invasive procedures and the widespread adoption of wireless devices and wearable products all reflect this trend.15 February 2022