An Educated Perspective on the Coronavirus
We are living in one of the many unique times in history triggered by the rapid spread of the COVID-19 virus (Coronavirus) and its impact on global supply chains and healthcare systems. As we all deal with the fallout of COVID-19, one of our greatest challenges is that we have been bombarded with data and often contradictory advice. Some of it is very helpful; some very unhelpful and dangerous. It can be overwhelming.
Right now, having a calm, accurate perspective is necessary, especially when making significant life and investment decisions. One of the best perspectives on COVID-19 we have seen over the past week came from Dr. Finny Kuruvilla at Eventide Asset Management (video below). Dr. Kuruvilla serves as Chief Investment Officer of a healthcare focused investment fund and previously earned his MD and PhD from Harvard. He is a very reputable source along with the researchers and doctors referenced in his presentation.
In addition to taking an evidence and process-based approach to investing, we believe it is just as important to apply that same discipline and evidence-based approach in heeding the advice of medical experts. We would encourage you all to take the time to listen to this presentation as well as the advice of the CDC, WHO, and other healthcare leaders in our country.
As you know we are all being inundated with emails from virtually every organization that has our email address! Our goal is to provide helpful and useful information throughout this time and to be an encouragement to our advisors, contacts and friends.
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