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Healthy Returns in Health Care?

Fast Money Portfolio
Fast Money Portfolio

For most investors 2012 has hardly been a banner year for health care trades.

Oh sure, most investors have recorded gains, but the returns are nothing to shout about – chances are they’re pretty much in line with the broader market.

Kris Jenner, however, isn’t most investors.

He manages the T Row Price Health Science Fund and year to date he’s generated returns of 17% -- that’s roughly 3 times that of the XLV – which at the time of writing was up about 6% ytd.

Where’s he putting money to work?

Following are his funds top holdings:

Alexion Pharmaceuticals
SXC Health Solutions
Valeant Pharmaceuticals International
Gilead Sciences
UnitedHealth Group
Regeneron Pharmaceuticals
Incyte
McKesson
Dentsply International
Covidien

Jenner tells us the secret to his success is scouring the market for companies that are developing new medical products. “And if we can find that in the context of smaller companies, the profitability can make more of an impact.”

He also says “we’re trying to find business models that drive down costs and improve outcomes – and hopefully both.”

Presumably all the companies listed above meet that criteria.

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Symbol
Price
 
Change
%Change
530985
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COV
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GYLD
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INCY
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MCK
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REGN
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UNH
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VRX
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XRAY
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Posted by CNBC's Lee Brodie




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Trader disclosure: On May 16, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Tim Seymour is long BAC; Tim Seymour is long SBUX; Tim Seymour is long FCX; Brian Kelly is long T; Brian Kelly is long VZ; Brian Kelly is long KRE; Brian Kelly is long WFC; Brian Kelly is long USG; Dan Nathan is long JAN 450 PUTS AAPL; Dan Nathan is long BAC MAY 7 PUTS; Dan Nathan is long C JULY 32/27 PUT SPREADS; Dan Nathan is long MS MAY 16/15/12 PUT FLY; Dan Nathan is long IBM JULY 200/185 PUT SPREADS; Dan Nathan is long RIM JAN 20/25 CALL SPREAD; Stephen Weiss is long JPM; Stephen Weiss is long CSC; Stephen Weiss is long UUP; Stephen Weiss is short JCP; Stephen Weiss is short CMI; Stephen Weiss is short MT

For Kris Jenner
The Following company is a holding of T. Rowe Price HSF: ALXN
The Following company is a holding of T. Rowe Price HSF: SXC
The Following company is a holding of T. Rowe Price HSF: VRX
The Following company is a holding of T. Rowe Price HSF: GILD
The Following company is a holding of T. Rowe Price HSF: UNH
The Following company is a holding of T. Rowe Price HSF: INCY
The Following company is a holding of T. Rowe Price HSF: MCK
The Following company is a holding of T. Rowe Price HSF: XRAY
The Following company is a holding of T. Rowe Price HSF: COV

CNBC.com with wires.

Symbol
Price
 
Change
%Change
PRHSX
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XLV
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