February 5, 2012  
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Equity ResearchIndustry CoverageHealthcare  
Healthcare Services

The Healthcare Services space is primarily comprised of companies that own and/or operate various types of healthcare facilities with varying specialties: hospitals, skilled nursing facilities, inpatient rehabilitation facilities, long-term acute care hospitals, ambulatory surgery centers, behavioral healthcare hospitals, and dialysis centers. Additional subsectors focus on residential care (hospice and home care), and over the past several years, there has been a material shift toward outsourcing services that has driven growth in legacy service lines such as neonatology and emergency room staffing/management, and created new demand through hospital-based physician outsourcing trends in the practices of anesthesiology, hospitalists and radiology.

Our franchise will focus on the industry leaders in these niche specialties and locate new areas of growth based on the dynamic and evolving healthcare environment in the U.S.

 
 CompanySorted By Company In Ascending OrderTickerUnder Review
Hanger Orthopedic Group, Inc.HGRtrue
IDEXX Laboratories Inc. IDXXtrue
IPC The Hospitalist CompanyIPCMtrue
Laboratory Corp. of America HoldingsLHtrue
MEDNAX, Inc.MDtrue
Quest Diagnostics Inc.DGXtrue
Rural/Metro Corp.RURLtrue
Team Health Holdings, Inc.TMHtrue
VCA Antech, Inc. WOOFtrue

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