Is your portfolio in peak health?

Ranking among the world's largest markets, the $2.5 trillion health care industry is growing at an unprecedented rate. According to Miller Tabak + Co.'s health care strategist Les Funtleyder, major structural renovations to the system are imminent. "Health care is entering an era of reform," Funtleyder writes, "and with reform comes change and the opportunity for investment gain."

Health-Care Investing provides a thorough explanation of how the industry's mammoth size and complexity can be worked to your advantage and why health...