Centene Corp (CNC) in FPA Queens Road Value Fund Q2 2024

Expanding Healthcare Services and Government Contracts

Apr 15, 2025

Summary

Investment rationale focuses on Centene's expansion in healthcare services and government contracts.
Market positioning is enhanced by its leadership in managed care and Medicaid services.
Risks include regulatory changes and reimbursement rate pressures.
Recent performance has been supported by growth in Medicaid and Medicare Advantage enrollments.
Future outlook is favorable, with opportunities in expanding healthcare services and digital health initiatives.

Centene Corp (CNC, Financial) was featured in the FPA Queens Road Value Fund's Q2 2024 commentary as a key holding benefiting from its expansion in healthcare services and government contracts. The fund appreciates Centene's leadership in managed care and its ability to capitalize on digital health initiatives.

"Centene's focus on expanding healthcare services and digital health initiatives supports its growth trajectory in managed care." — FPA Queens Road Value Fund, Q2 2024 Commentary

Read full letter at gurufocus fpa queens road value fund q2 2024 commentary 2024 Q2 page.

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