The healthcare sector has been enjoying a good 2014 despite some big headwinds, and in an interview with Fox Business Network, Validea CEO John Reese looks at how his Guru Strategies have been taking advantage of that.

Reese says that the biotech stock tumble early in the year led many investors to overreact and bail on some good healthcare stocks, and he also says that the uncertainty surrounding Obamacare, which some have used as reason to avoid healthcare stocks, may well already be baked into prices (perhaps to an exaggerated degree). Reese offers some picks from his guru-inspired Healthcare portfolio, which is up 24% this year.