The Belt tightening of the German government
Ufuk Boydak, PM of the LOYS Aktien Europa and LOYS Global L/S Funds, and Dr. Christoph Burns on the current market environment and the role German Government is playing in managing the actual geopolitical situation.
Biotech sector sees potential for growth post Covid
In this article from Wealthadviser, Dallas Webb, Portfolio Manager of the Bellevue BB Biotech fund analyses opportunities in the Biotechnology sector.
RedHedge Asset Management April 2022 News – Active Solar Fund corrected but this remains an interesting entry pointhis team – Meet William Moorhouse, Product Specialist
April 2022 has been a difficult month for the fund, mainly in relation to the uncertainties on the US Solar market, but which doesn’t affect the attractiveness of this thematic Fund.
RedHedge Asset Management introduces his team – Meet William Moorhouse, Product Specialist
In this short video William Moorhouse, Product Specialist of the London Asset Management company, tell us all about his role and his favourite things about working at RedHedge Asset Management LLP.
Active Solar won Best Fund over 3 and 5 years at Nordics Refinitiv Lipper Fund Awards 2022
A great award for the Active Solar Fund which wins the “Best Fund over 3 years” and “Best Fund over 5 years” for the Equity Theme – Alternative Energy category at the Nordics Refinitiv Lipper Fund Awards 2022. Two great victories which are representative of the commitment and the competence of the Fund Manager Pascal Rochat, capable of generating excellent performance over time.
Gamma Capital – Eiger Robotics Fund obtains two major awards from Citywire Italy
3rd place in terms of total return in the first three months of 2022 and 1st place in terms of standard deviation (9.3) over a 3-year period (2019-2022) for the Global Equity Tech Thematic class. A great result for Carlo De Luca, PM of the Fund, capable of achieving great performance, generating excellent long-term results.
Is normalization of surgery volumes positive for medtech companies? Here the answer from Marcel Frisch
Normalization of surgery volumes is positive for medtech companies and US health insurers are benefitting in an environment of rising interest rates. Marcel Fritsch, Portfolio Manager of the Bellevue Medtech & services fund, discusses the current year and the investment strategy.
Digital Health: encouraging company specific news flow – Stefan Blum talks about the Bellevue Digital Health fund
Encouraging company specific news flow, lower valuation multiples and challenges around healthcare workforce are positive factors for the digital health investment case. Stefan Blum, Portfolio Manager of the Bellevue Digital Health fund, discusses the current year and the investment strategy.
Bellevue’s Paul Major: investing to solve healthcare problems
In this article Paul Major tells Mary McDougall why there is a “tremendous buying opportunity” in small and mid caps.
Another award for MOMentum Multilabel Sicav – Lyra
Multilabel Sicav - LYRA Fund makes 3 out of 3 in 2022, collecting the fifth Lipper Award since 2018 as "Best Fund over 3 Years - Mixed Asset EUR Flex - Europe". Congratulations to the fund manager, Gianluca Pediconi, for another recognition, which confirms not only the great professionalism, but also the extreme competence in management capable of generating superior performance over time.
How Trium and other four fund managers are playing the healthcare sector
Raphael Pitoun, Portfolio Manager of Trium Sustainable Innovators Fund, discusses the escalating costs in Healthcare and how MCOs (managed care organisations) are helping to address the problem.
Underestimated newcomers – Bellevue commentary on the mid-cap Biotech companies
The steadily growing importance of small and mid-cap biotech companies with innovative product pipelines has not yet been fully acknowledged by financial markets. Here’s the market commentary by Dr. Daniel Koller.
War in Ukraine – Monthly commentary from the Fund managers
The unimaginable for many has become reality: war reigns again in Europe. Once again, Carl Von Clausewitz was right: "War is the continuation of politics by other means." Here attached the monthly commentary from Dr. Christoph Bruns and Ufuk Boydak, fund managers and co-investors LOYS Aktien Europa and LOYS Global L / S.
China’s Healthcare industry at a turning point
Remo Krauer, Senior Portfolio Manager of the Bellevue Healthcare Asia Pacific fund, shares his point of view concerning the Healthcare industry in China, which recently made further significant progress in terms of quality and its international profile.
Active Solar - News of the Month - March 2022
Active Solar returned a good performance in March, mainly driven by the energy crisis triggered by the Russia-Ukraine war. Read the full news.
Digitization of the healthcare sector
Stefan Blum, portfolio manager of the Bellevue Digital Health Fund, provides in-depth insights into the topic of digitization in healthcare.
MOMentum Multilabel SICAV – LYRA gains Citywire AAA rating
The fund manager outperformed his benchmark over a three-year period and obtained the highest AAA rating. Only the 10% of managers screened by Citywire (over 16,000 fund managers in 64 countries) has been able to achieve this, entering in an outstanding elite group.
MOMentum Multilabel SICAV – LYRA wins at the 2022 UCITS Hedge Awards
It is a matter of sustainable, consistent and superior returns. The MOMentum Multilabel SICAV – LYRA won the "Long / Short Equity Europe, Best Performing Fund over 7 years" category, published by The Hedge Fund Journal.
BEST AND WORST FUNDS SINCE THE UKRAINE INVASION STARTED
Active Solar has been the second best performing fund since the start of the Ukraine invasion - Article from Citywire 7th March 22.
FSA strengthens its commercial Team in Italy and Switzerland and hires a new Institutional Sales
The appointment of a new Institutional Sales will enable the firm's institutional sales team to deepen its focus on the Italian and Switzerland markets.
Loys aktien europa presentation
Read the latest presentation of the Loys Aktien Europa fund.
Loys Global presentation
Read the latest presentation of the Loys Global fund.
MARKET FLASH - 22 SEPTEMBER 2021
Gemway Assets' latest market flash, approaching investors' concerns about Evergrande default risk and a potential risk of contagion on the Chinese financial system in general.
Redhedge CIO Andrea Seminara interviewed on Plus24
Andrea Seminara gives his outlook on the current bond market on the latest issue of Plus24.
In June 2021, Raphael Pitoun brought his global and US ESG strategies over from CQS to Trium Capital. The linked document gives an overview of his funds' strategy and performance.
BARCLAYHEDHGE EXCELLENCE AWARD FOR REDHEDGE
BarclayHedge awards Redhedge's Relative Value UCITS fund the Recognition Award for Excellence as a top performer in April 2021 in the Fixed Income - Arbitrage category.
LIVESTREAM DIGITAL HEALTH - REVOLUTION IN HEALTHCARE
Marcel Fritsch and Stefan Blum, the Co-Lead portfolio managers of the BB Adamant Digital Health (Lux) fund, present a livestream on the topic of "Digital Health - Revolution in Healthcare".
BB Insights Video Update - Medtech & Services - February 2021
Marcel Fritsch and Stefan Blum, portfolio managers of the BB Adamant Medtech & Services and BB Adamant Digital Health review the market situation, new opportunities and some of the companies best positioned to navigate the current uncertainty caused by the pandemic.
M&A OPPORTUNITIES INVESTOR LETTER – Q4 2020
Massimo Stabilini, advisor for Aristea SICAV M&A Opportunities fund, delivers a report on the performance of the fund in Q4 2020.
BELLEVUE LOOKS BACK ON 2020
Bellevue Asset Management product specialists Markus Peter, Jean-Pierre Gerber and Loreno Ferrari look back on 2020 and explain what impact the corona crisis had on Bellevue's investment strategies and in which areas there is potential for 2021.
WINNING THE DIGITAL HEALTH RACE
In the attached article Marcel Fritsch, portfolio manager of Bellevue's BB Adamant Digital Health Fund, proposes an analysis of the main growth drivers in the booming digital health sector.
A new digital healthcare giant?
Stefan Blum, Portfolio Manager of the Adamant Global Medtech and Services e BB Adamant Digital Health funds discusses a recent acquisition which could represent an opportunity for the American merket and investors.
A VIEW ON POST-COVID STRATEGIES
Raphael Pitoun, manager of the New City Global Equity Fund, shows how the recent market recovery was primarily driven by interest rates rather than fundamentals. In this presentation he presents his view on the stocks to consider for long term growth.