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Rey Reza Of Fayez Sarofim & Co. On Profiting From Health Care Stocks

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Jacob Wolinsky
Published on
Updated on
Dean Dakolias
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Rey Reza from Fayez Sarofim took part in the Harvard Investment Conference held on April 15, 2024. HedgeFundAlpha reviewed and verified notes from the conference. Reza shared his insights on investment strategy, preferred investment market, and how the fund manages its portfolio.

Reynaldo Reza joined Fayez Sarofim & Co. in 1995 following the internship at the firm in 1994. The fund has one office, located in Houston, Texas. The preferred strategy of the hedge fund is investing in dominant businesses positioned in attractive industry sectors. The fund looks at the long investing horizon  and even named their strategy the "sustainable growth strategy."

Also see Seth Klarman at the HBS Conference.

Currently, the fund has $33 billion in assets under management and its main everyday goal is to find consistent stocks in the uncertain economy. Fayez Sarofim since its foundation has been a private company.

Healthcare is the current focus of the fund with investments in companies like

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid