- HashiCorp Inc. (HCP)
- Johnson & Johnson (JNJ)
- Medical Facilities Corporation (DR)
- Novartis AG (NVS)
- AstraZeneca PLC (AZN)
Q: Healthcare is approximately 10% of our portfolio. Medical Facilities is the largest investment which we have held for a long time. JNJ and HCP we have added more recently. NVS and AZN we inherited. We want to simplify our portfolio and plan to sell NVS and AZN and add to JNJ. Wonder what your opinion is of DR and HCP specifically and also AZN which I didn't see mentioned in your question section.
Thank you, Marie
Thank you, Marie