Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Surgical Care Affiliates: Because Ambulatory Surgery Centers May Win Against Hospitals

Surgical Care Affiliate (NASDAQ:SCAI) is uniquely positioned to benefit from the regulatory and market shifts favoring Ambulatory Surgery Centers (ASC) over hospitals. Last week, the House of Representatives in Florida moved favorably towards setting up of Recovery Care Centers (link to bill HB 85), a small development in one state, but if the trend picks up, it may have major ramifications for the ASC sector. Besides the industry tailwinds, SCAI stands to benefit from superior execution, thus worthy of a closer look in this volatile market environment.

Having a relatively limited history as a public company, TPG (which owned the business before the company went public in late 2013) as a major shareholder and a relatively decent

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