The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which should largely accrue to the world’s preeminent dialysis company. Senior Research Analyst Eric Hagemann and Portfolio Manager John Flynn discuss Pzena’s recent investment in Fresenius Medical Care on the latest episode of the PzenaPerspectives podcast.
Recording Date: November 11, 2021
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