Obamacare Alpha
Be sure to check out our detailed stock analysis (click here). How to invest for Obamacare was one of the topics this year at CNBC's Delivering Alpha conference. A number of top hedge fund managers chimed in to provide investors with their alpha-driven stock picks. Most notably, Larry Robbins, founder of Glenview Capital, touted his best ways to play the industry. He's making big bets on hospitals.
Robbins notes that these companies operate in a very stable and defensive growth industry. He also believes that for-profit companies will be a major force in keeping healthcare costs lower than the most dire predictions.
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