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Holly LaFon
Holly LaFon
Articles (8370) 

Leith Wheeler Comments on Anthem

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March 09, 2018 | About:

Lastly, managed care business Anthem, Inc. (NYSE:ANTM) (+19.5%) performed well during the quarter and the year, adding to relative performance over both periods. Improving pricing, cost, and utilization trends, along with tailwinds from corporate tax reform and political relief from the reduced impact of the Affordable Care Act, all contributed to the stock’s outperformance. Anthem trades at a compelling valuation and offers significant upside to our target price.

From Leith Wheeler Investment Funds' 4th quarter 2017 commentary.

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