- UnitedHealth Group Incorporated (DE) (UNH)
- Align Technology Inc. (ALGN)
- Arch Capital Group Ltd. (ACGL)
- Interactive Brokers Group Inc. (IBKR)
- Elevance Health Inc. (ELV)
- Fiserv Inc. (FI)
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??