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Pick J&J, Eli Lilly, Novartis for Healthy Returns, Says Causeway Portfolio Manager

2015-11-04 03:30:18| Food - Topix.net

Health care stocks were hit hard in the third quarter after leading the S&P 500 for the first half of the year. Alessandro Valentini, portfolio manager for the Causeway International Value fund , said the environment will change once again for the better as the market realizes how well big pharma is performing and allocating capital.

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