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.