An $11.2 billion portfolio manager reveals his top health-tech bet for 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Allen Bond, managing director and portfolio manager at Jensen Investment Management, a long-term-focused independent fund with $11.2 billion in assets under management.

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