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UnitedHealth Group Incorporated (DE) (UNH $364.48)
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Align Technology Inc. (ALGN $134.93)
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Arch Capital Group Ltd. (ACGL $86.97)
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Interactive Brokers Group Inc. (IBKR $66.94)
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Elevance Health Inc. (ELV $354.07)
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Fiserv Inc. (FI $124.14)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??