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Healthcare Pair Trade Idea: U.S. Hospitals versus Medical Devices

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Short U.S. Health Care Providers has been on MRP’s list of themes since October 16, 2017, and we’ve been monitoring its performance with the US Healthcare Providers ETF (IHF). In the 8 months since initiation, the theme has gone against us, with the IHF rising 26% versus the S&P’s gain of 7.8% and the more diversified Healthcare ETF (IYH) climbing just 4.3% over the same period.
Half of the IHF’s exposure is to insurance companies, and they have benefited from President Trump's rollback o...


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