As we touched on earlier MM already holds 4% of our MM Flagship Growth Portfolio in RHC, we like this private hospital operator which also qualifies as a quasi-recovery play as people can finally get there planned elective surgeries performed. We can see a test of $80 in the coming year with our main question being do we average, or diversify elsewhere within the sector – my inclination is to diversify.
MM remain long and bullish RHC.
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