DATE | TITLE | ABSTRACT |
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18-05-2022 |
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. |
17-05-2022 |
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. |
11-05-2022 |
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. |
06-05-2022 |
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. |
03-05-2022 |
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. |
28-04-2022 |
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. |
27-04-2022 |
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. |
26-04-2022 |
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. |
21-04-2022 |
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. |
19-04-2022 |
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. |
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