I guess we are not the only ones who like heath care sector. This marketplace story says that on a poll of 150 fund managers, 15% “cited healthcare as their favorite sectors looking into 2010, slightly topping the 12% who listed technology.” As I have mentioned before, healthcare is our largest holding with about 26% of our asset. Our exposure to heathcare includes traditional pharmaceuticals such as FRX and JNJ, biotech companies (OSIP, CTIC) and a healthcare service provider (KND).

http://www.marketwatch.com/story/poll-fund-managers-favor-health-care-investments-2009-11-05?siteid=rss&rss=1