HQL: Positive Outlook Due To Increased Healthcare Spending

  • I maintain my buy rating on HQL due to its attractive 14% yield, discounted valuation, and long-term healthcare growth outlook. Despite recent NAV declines and inconsistent income, HQL's performance is tied to macro conditions, not internal flaws, and should improve as the sector rebounds. HQL's diversified biotech-heavy portfolio, lack of leverage, and simple strategy offer stability and upside as healthcare spending rises.