DATE | TITLE | ABSTRACT |
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13-04-2022 |
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. |
13-04-2022 |
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. |
07-04-2022 |
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. |
06-04-2022 |
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. |
06-04-2022 |
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. |
05-04-2022 |
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. |
30-03-2022 |
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. |
22-03-2022 |
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. |
17-03-2022 |
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. |
01-03-2022 |
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. |
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