Health-Care Winners and Losers
Eaton Vance Worldwide Health Sciences portfolio manager Sam Isaly on the fund's largest holding, the impact of reform, and finding opportunity in Japan.
Sam Isaly is the portfolio manager of Eaton Vance Worldwide Health Sciences (ETHSX). He recently answered our questions about his strong convictions on Novartis (NVS) as well as the sale of Johnson & Johnson (JNJ) from the portfolio.
He also commented on the fund's exposure to Japanese health-care equities and the impact of health-care reform and other regulatory changes on the sector. Finally, he addressed some key criteria involved in evaluating a biotech firm's prospects.
Esther Pak does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.