…Let's Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison

…Let's Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison

Author: PGIM June 18, 2025 Duration: 33:34

Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing.

 

Laurie Chan, PGIM's U.S. Head of Alternative Solutions, and Daniel explore healthcare equity, focusing on macroeconomic forces, supply chain vulnerabilities due to trade tensions, the role of AI, and generating alpha from long and short positions.

 

Subscribe to Speaking of Alternatives on your favourite podcast platform.

 

Key Takeaways:

 

● Healthcare Equity Investing offers a Spider Web of Opportunity. [3:04]

● The Role of Robotics and AI in Healthcare. [4:55]

● Trade tensions and Supply Chain Vulnerabilities. [8:16]

● Sizing Healthcare Sectors and Subsectors. [10:29]

● Alpha creation in Long and Short positions. [15:39]

● Three Key Insights for Healthcare Investors. [30:19]

 

*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.

 

Find Out More About Alternative Investing:

 

PGIM Private Alternatives

realestate.investorservices.emea@pgim.com

@PGIM on X

@PGIM on Instagram

PGIM on LinkedIn

 

Shareables:

 

"Robotic surgery will come to dominate the operating room." — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #PGIMPodcasts #valueadd

 

"[On tariffs] Healthcare can manage these increased costs much better than most companies out there." — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #PGIMPodcasts #alternativeinvesting

 

"The United States has two industries where we are the world leader. One is obviously tech, but the second one is healthcare." — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #alternativeinvesting #investing #PGIMPodcasts

 

"Subsector selection, size, and timing are very important to what we do." — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #institutionalnvesting #valueadd

 

"Sizing the investment at the right point in time is actually more important than picking the right investment." — Dan Matviyenko, Healthcare Portfolio Manager of Jennison #investing #alternativeinvesting

 

"We look at our short book as an absolute return vehicle. It's not a hedge."— Dan Matviyenko, Healthcare Portfolio Manager of Jennison #investing #alternativeinvesting


PGIM's Speaking of Alternatives offers a clear-eyed conversation about a part of the financial world that often feels shrouded in complexity. This isn't about dry lectures or sales pitches; instead, each episode sits down with seasoned practitioners and thinkers who operate in the trenches of private equity, real assets, hedge funds, and other non-traditional avenues. The dialogue focuses on the practical realities and long-term shifts within these markets, moving far beyond the fleeting news cycle. You'll hear how allocators are actually navigating current economic crosswinds, which structural trends are creating genuine opportunity, and how the very definition of "alternative" continues to evolve. The perspective is intentionally global, acknowledging that compelling strategies and risks can emerge anywhere. By demystifying the jargon and focusing on tangible insights, this podcast serves as a valuable resource for anyone looking to understand the forces shaping portfolio construction today. It’s a monthly dose of nuanced analysis for investors, advisors, and the intellectually curious who recognize that the conventional playbook is rarely sufficient. Tune in for straightforward discussions that respect the sophistication of the topic without losing the listener in unnecessary abstraction.
Author: Language: English Episodes: 26

Speaking of Alternatives
Podcast Episodes
...Let's Talk Core Plus Real Estate Investing with Darin Bright [not-audio_url] [/not-audio_url]

Duration: 24:54
Darin Bright is the Head of Core Plus Strategies at PGIM Real Estate. Darin is passionate about real estate investing and cultivating strong relationships within the investment community. Keshav and Darin examine the tan…
...Let's Talk Investing in Infrastructure with Bill Pappas [not-audio_url] [/not-audio_url]

Duration: 27:17
Bill Pappas is the Managing Director and Head of Core Infrastructure and Structured Credit at PGIM Private Capital. As a veteran of structured credit and finance within the infrastructure industry, he shares a wealth of…
...Let's Talk Emerging Market Trends with Mariusz Banasiak [not-audio_url] [/not-audio_url]

Duration: 20:53
Mariusz Banasiak, CFA, a Managing Director and Head of Local Currency Rates and FX for PGIM Fixed Income's Emerging Markets Debt Team discusses the opportunities and challenges of this rapidly changing field. Emerging ma…
...Let's Talk Data Centers with Jim Footh [not-audio_url] [/not-audio_url]

Duration: 22:32
Jim Footh, Managing Director, Data Center Investments & Portfolio Management at PGIM real estate, discusses the fast-growing investment potential of data centers, and how AI is further fueling this trend. Data centers ar…
...Let's Talk Affordable US Housing with Soultana Reigle [not-audio_url] [/not-audio_url]

Duration: 21:49
Soultana Reigle, Head of U.S. Equity and Senior Portfolio Manager for U.S. Value-Add Strategies at PGIM Real Estate, traverses one of the great societal challenges in the U.S. and globally, the affordable housing market…