Encompass Health Corp (EHC) in Madison Small Cap Fund Q3 2024

Strategic Expansion and Operational Efficiency in Healthcare

Apr 14, 2025

Summary

Investment rationale: Focus on post-acute healthcare services with a strong market presence.
Market positioning: Leading provider of inpatient rehabilitation services in the U.S.
Risks and challenges: Regulatory changes and reimbursement rate pressures.
Recent performance: Solid financial results driven by increased patient volumes.
Future outlook: Continued expansion through strategic acquisitions and organic growth.

In the Madison Small Cap Fund Q3 2024 investment strategy letter, Encompass Health Corp (EHC, Financial) was highlighted as a key holding due to its robust position in the post-acute healthcare sector. The fund managers, Faraz Farzam and Aaron Garcia, emphasized the company's strategic focus on expanding its network of inpatient rehabilitation facilities, which has bolstered its market leadership.

"Encompass Health's commitment to operational efficiency and strategic acquisitions positions it well for sustained growth in the evolving healthcare landscape." — Madison Small Cap Fund Q3 2024 Fund Letter

Read full letter at gurufocus madison small cap fund q3 2024 investment strategy letter 2024 Q3 page.

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