Ryman Healthcare vs.Summerset Holdings: A Post-COVID Divergence

Ryman Healthcare Limited (NZX: RYM) has faced a significant downturn of around 50% since March 31, 2020, while Summerset Holdings Limited (NZX: SUM) has seen an impressive increase of over 100% during the same period. The disparity highlights the challenges in the retirement village (RV) sector, exacerbated by high interest rates and a weakened housing market. Mint Asset Management's investment process, which combines quantitative models and qualitative analysis, has proven effective in identifying SUM as a superior investment compared to RYM. The quantitative model scored SUM at 80, compared to RYM's 35, indicating a stronger statistical profile for SUM. This success underscores the importance of a comprehensive assessment in navigating post-COVID market conditions.

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