How activist investor Politan Capital can raise profitability at Centene

Business: Centene operates as a multi-national health-care enterprise that provides programs and services to under-insured and uninsured individuals in the United States. Its Managed Care segment offers health plan coverage to individuals through government-subsidized programs, including Medicaid, state children’s health insurance programs, long-term services and support, foster care, and Medicare-Medicaid plans. The Specialty Services segment provides pharmacy benefits management services; nurse advice line and after-hours support services; and vision and dental services, as well as staffing services to correctional…