Walter Thompson veteran Schroer hired away last year to push one-to-one marketing in Asia.
Schroer will say only that the Olympics will generate "several million dollars" in revenues.
Schroer bought private placement shares in the single digits before it went public in May.
This diversification gives Schroer some room to maneuver if the feds ever do push through drug price controls.
Companies that can tap into that individualized (but often pirate) market will be the successful ones, Schroer argues.
This diversification gives Schroer some room to rotate if the feds ever do push through drug price controls.
The one exception to this--and Schroer kicks himself for missing it--is United Healthcare, whose stock has doubled since October.
"We've done over 400 events for GM, but none in China, " says Schroer.
Six-year manager John Schroer steered Invesco Health Sciences fund, another Best Buy, to a 15% return in the second quarter.
"We need to be globally interconnected but locally distinct, " is Schroer's industry-speak.
One problem in meeting the chairman's charge: "Honestly, I don't think we had any presence in China 12 months ago, " Schroer admits from Minneapolis.
"The Olympics are both a reputation- and an expertise-builder, " says Schroer.
One notable omission in Schroer's mix: health maintenance organizations and hospitals.
Schroer's biggest worry is that both U.S. presidential candidates, Al Gore and George W. Bush, have made noises about providing Medicare recipients with subsidized drug coverage.
Schroer, 35, took over the Invesco fund after seven years of advancing through the ranks of health analysts at Trust Co. of the West and Invesco.
Schroer's portfolio skill is available at a very modest cost.
Schroer's fund, invested largely in pharmaceuticals and biotech, is up 35% so far this year on the strength of some good venture-capital investments and investor excitement over the potential genomic revolution.
Schroer's portfolio skill is accessible at very modest cost.
Schroer believes a consolidation is being driven by clients like Oracle and Home Depot, which increasingly want to deal with one provider worldwide, much like the trend that consolidated the advertising industry in the 1990s.
Schroer believes a consolidation is being driven by clients like Oracle and Home Depot (nyse: HD - news - people ), which increasingly want to deal with one provider worldwide, much like the trend that consolidated the advertising industry in the 1990s.
应用推荐