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Overview

Bellevue Group is an independent Swiss financial boutique specializing in asset management. Established in 1993 and listed on the SIX Swiss Exchange, the standalone asset manager has about 100 employees and is focused on a diverse, award-winning range of investment solutions in the three areas of specialized healthcare strategies, alternative investment strategies and traditional investment strategies.

Bellevue - BB Adamant Asia Pacific Healthcare

Description

The fund’s aim is to achieve capital growth in the long term. The BB Adamant Asia Pacific Healthcare Fund invests in healthcare stocks of companies that have their registered office or carry out the majority of their economic activity in the healthcare markets of the Asia-Pacific region. Its investment universe consists of generics producers, pharma and biotechnology companies, medical technology and services firms. Experienced sector specialists focus on profitable companies that have a well-established product portfolio. Investments are made based on fundamental research analysis. Stock selection is exclusively bottom up, independent of benchmark weightings.

  • Strategy:
    Healthcare equity
  • AUM (€m):

    483

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, CHF
  • Platform:
    Allfunds


Update: August 2021

Bellevue Adamant Medtech & Services

Description

The fund’s aim is to achieve capital growth in the long term. The fund invests worldwide in companies active in the medical technology and healthcare services sector. Aim is to provide investors an attractive Healthcare Fund solution by investing in the entire healthcare universe with the exclusion of drug makers. Experienced sector specialists focus on profitable, liquid mid and large cap companies with an established product portfolio as well as fast growing small cap companies with leading-edge technology offering. Stock selection is based on fundamental company analysis, focusing in particular on the medical benefits and the potential savings for the healthcare system as well as the expected market potential of a company’s products and services.The selection of the portfolio companies is entirely bottom up, independent of benchmark weightings.

  • Strategy:
    Healthcare equity
  • AUM (€m):

    1807

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, GBP, CHF
  • Platform:
    Allfunds


Update: August 2021

Bellevue BB Global Macro

Description

The fund’s objective is to generate consistent absolute returns of 5-7% p.a. in any market environment with an annualized volatility around 5-7%. The fund actively invests globally in several asset classes with the possibility to build up long and short exposure, maintaining a constant level of risk over time. A proprietary global macro screening engine supports an experienced team of specialists to express their market views and to define the most successful top down strategies. Risk is an integrated part within the entire investment process. By targeting an explicit risk level on a daily basis the risk profile is maintained over time. The portfolio is mainly invested in liquid assets,the Fund offers daily liquidity.

  • Strategy:
    Absolute return
  • AUM (€m):

    482

  • Management fee:
    0.80%
  • Currencies (I class):
    EUR, USD, GBP, CHF
  • Platform:
    Allfunds


Update: August 2021

Bellevue Funds - BB Adamant Digital Health

Description

The fund’s aim is to achieve capital growth in the long term. The fund invests globally at least two thirds of the portfolio in companies whose business activities have a strong focus on the digitalization of the healthcare sector. A global network of experts spanning scientific and industrial fields support the Management Team in forming opinions. The selection of portfolio companies is bottom-up.

  • Strategy:
    Healthcare equity
  • AUM (€m):

    1264

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, CHF
  • Platform:
    Allfunds


Update: August 2021

BB Adamant Emerging Markets Healthcare

Description

The fund’s aim is to achieve capital growth in the long term. The fund invests in companies that have their registered office or carry out the majority of their economic activity in the healthcare markets of emerging countries. Its investment universe consists of generics producers, pharma and biotechnology companies, medical technology and services firms. Experienced sector specialists focus on profitable companies that have a wellestablished product portfolio. Investments are made based on fundamental research analysis. Stock selection is exclusively bottom-up, independent of benchmark weightings.

  • Strategy:
    Healthcare equity
  • AUM (€m):

    126

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, CHF
  • Platform:
    Allfunds


Update: August 2021

BB Adamant Sustainable Healthcare

Description

The fund’s aim is to achieve capital growth in the long term. The BB Adamant Sustainable Healthcare Fund invests in healthcare firms with strong sustainability credentials and innovative business models. Examples of sustainability in the healthcare industry are environmentally sound procurement policies for drug makers, high safety standards for medical products and services, and a commitment to ethics when conducting clinical trials. From the perspective of the patient, the early diagnosis of life-threatening diseases, personalized medicine enabling highly selective treatments and efficient treatment procedures are key sustainability indicators. A variety of high-growth themes, smart stock selection using our established investment process and the application of sustainability criteria are the fund’s tools for achieving attractive returns.

  • Strategy:
    Healthcare equity
  • AUM (€m):

    243

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, CHF
  • Platform:
    Allfunds


Update: August 2021

BB Adamant Biotech

Description

The fund’s aim is to achieve capital growth in the long term. The Fund invests worldwide in companies active in the biotechnology sector. Experienced sector specialists focus on profitable mid and large cap companies with an established product portfolio. Stock selection is based on fundamental analysis, in particular of the medical indications addressed, the means of efficacy and the market potential. A global network of experts spanning scientific and industrial fields supports the Management Team in forming opinions and making investment decisions. The selection of portfolio companies is entirely bottom-up, independent of benchmark weightings.

  • Strategy:
    Biotech equity
  • AUM (€m):

    71

  • Management fee:
    0.90%
  • Currencies (I class):
    EUR, USD, GBP, CHF
  • Platform:
    Allfunds


Update: August 2021

News

DateTitleAbstractLink
01.06.2021
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".

Watch here
18.02.2021
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.

Watch
14.01.2021
Bellevue looks back on 2020

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.

Read More
28.11.2020
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.

Read More
27.08.2020
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.
Read More
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