Star fund managers are betting that companies in e-commerce and healthcare that thrived during the COVID-19 pandemic remain solid long term bets as the virus permanently alters consumers behaviours and values.
At the Sohn Hearts & Minds charity conference, held virtually for the first time, fund managers tipped Australian online retailer Temple & Webster, German-listed grocer Hello Fresh, New Zealand-listed healthcare company Fisher & Paykel and telemedicine plays Ping Ang Health online and Teledoc to post further gains into 2021.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
