Michael Taylor, the lead manager of the Simplify Health Care ETF, is making waves in the investment world by not only outperforming the benchmark but also donating all management fees to Susan G. Komen for the Cure. The fund has grown to $136 million in assets in just two and a half years, showcasing Taylor’s expertise in the healthcare sector.
During an interview with MarketWatch, Taylor shared insights into the fund’s top holdings, including Intuitive Surgical Inc., Sarepta Therapeutics Inc., and Cigna Group. He also highlighted a stock outside the healthcare sector, PureCycle Technologies Inc., which he believes has the potential for exponential returns.
Taylor’s background in biotechnology and gene-therapy research, coupled with his experience managing healthcare-fund portfolios, gives him a unique perspective on the industry. He described his approach for the Simplify Health Care ETF as “idiosyncratic,” emphasizing his ability to move nimbly and right-size investment positions.
One of the fund’s standout holdings is Intuitive Surgical Inc., where Taylor sees potential for growth due to new robotic-surgery equipment coming to the market. Sarepta Therapeutics Inc. is another key holding, with Taylor betting on FDA approval for its Duchenne muscular dystrophy therapy.
In addition to healthcare stocks, Taylor is bullish on PureCycle Technologies Inc., a company focused on recycling polypropylene. He sees significant growth potential for the company and expects it to be a major player in the industry.
Overall, Taylor’s unconventional approach to healthcare investing and his commitment to supporting breast cancer research through the fund’s donations make the Simplify Health Care ETF a compelling option for investors looking to make a difference while generating returns.
