Highlights
- Within the context of a still healthy environment, our attention remains focused on identifying change at the margin, for better or worse.
- Thankfully, most change we've identified has been for the better, including leadership being dominated by cyclical and growth industries.
- Of particular note has been the surge in biotech to the top of the leaderboard, but that is not the only part of Health Care that is coming alive after years of dormancy.
- We feature a series of MOAB ("mother. . .
