HFA Icon

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

HFA Padded
Jacob Wolinsky
Published on
Updated on
Dean Dakolias
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

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

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.