EXCLUSIVE: UnitedHealth Gets Dumped, Why This Asset Manager Says Insurer Is No Longer A Safe Bet
1. UNH's stock is down over 42% year-to-date, indicating severe issues. 2. CEO resignation and fiscal guidance withdrawal signals deteriorating fundamentals. 3. Medicare Advantage sector shows signs of margin compression affecting UNH. 4. Hulick shifts investment focus away from incumbents like UNH to innovative segments. 5. UNH's integration challenges heighten its exposure to market volatility.